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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,300 | $100,938+94.5% | $90,461+117.0% | $158,982+23.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.93% | 1727.20%-1710.3pp | 1294.76%-1277.8pp | 302.99%-286.1pp |
| Employer contribution / active EE | $3,940 | $3,691+6.7% | $3,264+20.7% | $4,763-17.3% |
| Participant deferral / active EE | $11,710 | $4,350+169.2% | $3,964+195.4% | $5,983+95.7% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |