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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,262 | $109,411+20.9% | $89,435+47.9% | $158,982-16.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.88% | 345.68%-324.8pp | 245.55%-224.7pp | 302.99%-282.1pp |
| Employer contribution / active EE | $5,086 | $3,173+60.3% | $2,587+96.6% | $4,763+6.8% |
| Participant deferral / active EE | $15,742 | $4,600+242.2% | $3,890+304.6% | $5,983+163.1% |
| Admin fee / account holder | $87 | $6,159-98.6% | $4,884-98.2% | $11,252-99.2% |