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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,763 | $96,678+104.6% | $86,640+128.3% | $139,466+41.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.78% | 106.69%-88.9pp | 592.52%-574.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $3,249 | $3,265-0.5% | $3,024+7.4% | $4,754-31.7% |
| Participant deferral / active EE | $7,934 | $4,837+64.0% | $4,438+78.8% | $6,712+18.2% |
| Admin fee / account holder | $52 | $6,410-99.2% | $5,616-99.1% | $11,409-99.5% |