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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,623 | $150,346-29.1% | $120,524-11.5% | $145,877-26.9% |
| Participation rate | 90.9% | 78.8%+12.1pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 12.67% | 154.40%-141.7pp | 107.36%-94.7pp | 551.28%-538.6pp |
| Employer contribution / active EE | $6,399 | $4,353+47.0% | $3,469+84.5% | $4,663+37.2% |
| Participant deferral / active EE | $11,500 | $6,172+86.3% | $4,994+130.3% | $6,691+71.9% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |