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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,282 | $110,039+32.0% | $97,260+49.4% | $145,884-0.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.98% | 244.44%-234.5pp | 75.54%-65.6pp | 551.85%-541.9pp |
| Employer contribution / active EE | $13,003 | $3,074+323.0% | $2,721+377.8% | $4,662+178.9% |
| Participant deferral / active EE | $2,500 | $4,674-46.5% | $4,262-41.3% | $6,690-62.6% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |