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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,656 | $88,815+96.7% | $81,882+113.3% | $145,897+19.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.75% | 1033.75%-1013.0pp | 779.47%-758.7pp | 552.29%-531.5pp |
| Employer contribution / active EE | $2,682 | $3,086-13.1% | $2,916-8.0% | $4,663-42.5% |
| Participant deferral / active EE | $1,637 | $4,647-64.8% | $4,323-62.1% | $6,689-75.5% |
| Admin fee / account holder | $25 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |