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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,940 | $109,872+11.9% | $98,483+24.8% | $167,536-26.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 43.81% | 1959.31%-1915.5pp | 1494.38%-1450.6pp | 478.82%-435.0pp |
| Employer contribution / active EE | $9,711 | $3,225+201.1% | $2,961+228.0% | $4,839+100.7% |
| Participant deferral / active EE | $10,113 | $4,673+116.4% | $4,276+136.5% | $6,342+59.4% |
| Admin fee / account holder | $20 | $6,757-99.7% | $5,953-99.7% | $12,315-99.8% |