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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,123 | $100,895+79.5% | $90,430+100.3% | $158,950+13.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.58% | 1725.54%-1709.0pp | 1293.73%-1277.1pp | 302.91%-286.3pp |
| Employer contribution / active EE | $9,444 | $3,689+156.0% | $3,262+189.5% | $4,762+98.3% |
| Participant deferral / active EE | $8,733 | $4,347+100.9% | $3,963+120.4% | $5,983+46.0% |
| Admin fee / account holder | -$81 | $6,505-101.3% | $5,613-101.4% | $11,248-100.7% |