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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,743 | $102,595+29.4% | $94,057+41.1% | $154,746-14.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.22% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,196 | $3,147+1.6% | $2,933+9.0% | $4,379-27.0% |
| Participant deferral / active EE | $4,767 | $5,118-6.9% | $4,709+1.2% | $6,730-29.2% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |