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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,047 | $99,079+52.5% | $78,002+93.6% | $273,972-44.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.17% | 217.93%-209.8pp | 425.99%-417.8pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,054 | $3,308+22.6% | $2,470+64.1% | $4,869-16.7% |
| Participant deferral / active EE | $9,481 | $4,306+120.2% | $3,497+171.1% | $5,287+79.3% |
| Admin fee / account holder | $19 | $8,954-99.8% | $5,481-99.7% | $10,133-99.8% |