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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,519 | $96,691+39.1% | $86,656+55.2% | $139,487-3.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.76% | 106.87%-89.1pp | 593.09%-575.3pp | 373.84%-356.1pp |
| Employer contribution / active EE | $9,291 | $3,267+184.4% | $3,025+207.1% | $4,755+95.4% |
| Participant deferral / active EE | $13,246 | $4,838+173.8% | $4,439+198.4% | $6,713+97.3% |
| Admin fee / account holder | $247 | $6,414-96.2% | $5,619-95.6% | $11,407-97.8% |