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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,261 | $88,815+36.5% | $81,882+48.1% | $145,897-16.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.57% | 1033.75%-1019.2pp | 779.47%-764.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,158 | $3,086+2.3% | $2,916+8.3% | $4,663-32.3% |
| Participant deferral / active EE | $2,759 | $4,647-40.6% | $4,323-36.2% | $6,689-58.8% |
| Admin fee / account holder | $38 | $8,434-99.6% | $7,360-99.5% | $13,390-99.7% |