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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,669 | $160,040-24.6% | $147,096-18.0% | $145,877-17.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 128.10% | 98.49%+29.6pp | 419.75%-291.6pp | 551.28%-423.2pp |
| Employer contribution / active EE | $7,500 | $5,289+41.8% | $4,936+51.9% | $4,663+60.8% |
| Participant deferral / active EE | $7,500 | $8,429-11.0% | $8,071-7.1% | $6,691+12.1% |
| Admin fee / account holder | $98 | $15,050-99.3% | $13,005-99.2% | $13,402-99.3% |