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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,301 | $118,708+39.3% | $98,920+67.1% | $158,982+4.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.70% | 372.49%-354.8pp | 196.47%-178.8pp | 302.99%-285.3pp |
| Employer contribution / active EE | $8,891 | $3,334+166.7% | $2,689+230.6% | $4,763+86.7% |
| Participant deferral / active EE | $6,034 | $5,089+18.6% | $4,245+42.1% | $5,983+0.8% |
| Admin fee / account holder | $227 | $10,134-97.8% | $6,643-96.6% | $11,252-98.0% |