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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,507 | $100,911+19.4% | $90,440+33.2% | $158,966-24.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.97% | 1726.62%-1709.6pp | 1294.38%-1277.4pp | 302.95%-286.0pp |
| Employer contribution / active EE | $12,149 | $3,690+229.2% | $3,263+272.3% | $4,762+155.1% |
| Participant deferral / active EE | $9,501 | $4,348+118.5% | $3,964+139.7% | $5,983+58.8% |
| Admin fee / account holder | $55 | $6,507-99.2% | $5,615-99.0% | $11,250-99.5% |