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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,180 | $104,937+57.4% | $84,628+95.2% | $152,897+8.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.19% | 373.88%-355.7pp | 258.80%-240.6pp | 345.43%-327.2pp |
| Employer contribution / active EE | $2,094 | $3,303-36.6% | $2,653-21.1% | $4,764-56.1% |
| Participant deferral / active EE | $5,955 | $4,690+27.0% | $3,900+52.7% | $5,851+1.8% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |