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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,118 | $96,678+120.4% | $86,640+146.0% | $139,466+52.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.62% | 106.69%-94.1pp | 592.52%-579.9pp | 373.66%-361.0pp |
| Employer contribution / active EE | $3,007 | $3,265-7.9% | $3,024-0.6% | $4,754-36.7% |
| Participant deferral / active EE | $12,960 | $4,837+168.0% | $4,438+192.0% | $6,712+93.1% |
| Admin fee / account holder | $97 | $6,410-98.5% | $5,616-98.3% | $11,409-99.1% |