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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,623 | $150,435-29.1% | $120,580-11.6% | $145,897-26.9% |
| Participation rate | 90.9% | 78.8%+12.1pp | 72.0%+19.0pp | 80.3%+10.6pp |
| Annual return | 12.67% | 154.60%-141.9pp | 107.48%-94.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $6,399 | $4,352+47.0% | $3,469+84.5% | $4,663+37.2% |
| Participant deferral / active EE | $11,500 | $6,174+86.3% | $4,995+130.2% | $6,689+71.9% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |