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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,453 | $209,425-41.5% | $178,499-31.4% | $158,966-23.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.41% | 188.80%-162.4pp | 151.10%-124.7pp | 302.95%-276.5pp |
| Employer contribution / active EE | $1,717 | $5,707-69.9% | $5,011-65.7% | $4,762-64.0% |
| Participant deferral / active EE | $13,250 | $5,955+122.5% | $5,202+154.7% | $5,983+121.5% |
| Admin fee / account holder | $37 | $17,078-99.8% | $13,986-99.7% | $11,250-99.7% |