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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,226 | $68,097+50.1% | $62,929+62.4% | $137,256-25.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.40% | 1859.11%-1840.7pp | 1063.93%-1045.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $12,800 | $2,811+355.3% | $2,505+411.1% | $4,156+208.0% |
| Participant deferral / active EE | $26,200 | $4,553+475.5% | $3,888+573.8% | $6,407+308.9% |
| Admin fee / account holder | $20 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |