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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,847 | $70,121+43.8% | $63,803+58.1% | $138,895-27.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.77% | 946.48%-931.7pp | 543.72%-529.0pp | 145.39%-130.6pp |
| Employer contribution / active EE | $4,729 | $2,882+64.1% | $2,532+86.8% | $4,194+12.8% |
| Participant deferral / active EE | $5,548 | $4,535+22.3% | $3,843+44.4% | $6,396-13.3% |
| Admin fee / account holder | $184 | $6,738-97.3% | $5,196-96.5% | $12,562-98.5% |