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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,804 | $104,924+59.0% | $84,623+97.1% | $152,885+9.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.90% | 373.82%-350.9pp | 258.77%-235.9pp | 345.39%-322.5pp |
| Employer contribution / active EE | $3,046 | $3,302-7.7% | $2,652+14.8% | $4,763-36.0% |
| Participant deferral / active EE | $7,883 | $4,689+68.1% | $3,899+102.2% | $5,851+34.7% |
| Admin fee / account holder | $30 | $6,242-99.5% | $4,913-99.4% | $11,598-99.7% |