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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,726 | $125,237-9.2% | $105,608+7.7% | $145,877-22.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 47.45% | 225.76%-178.3pp | 116.50%-69.0pp | 551.28%-503.8pp |
| Employer contribution / active EE | $7,253 | $3,720+95.0% | $3,167+129.0% | $4,663+55.5% |
| Participant deferral / active EE | $19,325 | $5,711+238.4% | $5,010+285.8% | $6,691+188.8% |
| Admin fee / account holder | $151 | $17,287-99.1% | $11,028-98.6% | $13,402-98.9% |