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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,773 | $68,097+49.5% | $62,929+61.7% | $137,256-25.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.84% | 1859.11%-1839.3pp | 1063.93%-1044.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $5,669 | $2,811+101.7% | $2,505+126.4% | $4,156+36.4% |
| Participant deferral / active EE | $6,193 | $4,553+36.0% | $3,888+59.3% | $6,407-3.3% |
| Admin fee / account holder | $9 | $6,521-99.9% | $5,065-99.8% | $12,270-99.9% |