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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,261 | $88,778+36.6% | $81,844+48.2% | $145,884-16.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.57% | 1033.03%-1018.5pp | 778.87%-764.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $3,158 | $3,087+2.3% | $2,916+8.3% | $4,662-32.3% |
| Participant deferral / active EE | $2,759 | $4,648-40.7% | $4,323-36.2% | $6,690-58.8% |
| Admin fee / account holder | $38 | $8,430-99.6% | $7,355-99.5% | $13,392-99.7% |