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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,261 | $88,710+36.7% | $81,783+48.3% | $145,959-16.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.57% | 1027.26%-1012.7pp | 775.05%-760.5pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,158 | $3,083+2.4% | $2,913+8.4% | $4,661-32.2% |
| Participant deferral / active EE | $2,759 | $4,645-40.6% | $4,320-36.1% | $6,689-58.8% |
| Admin fee / account holder | $38 | $8,407-99.6% | $7,380-99.5% | $13,398-99.7% |