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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,717 | $70,366+33.2% | $66,674+40.6% | $138,895-32.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.03% | 386.41%-372.4pp | 321.24%-307.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $4,520 | $2,765+63.5% | $2,620+72.5% | $4,194+7.8% |
| Participant deferral / active EE | $7,496 | $4,374+71.4% | $4,084+83.5% | $6,396+17.2% |
| Admin fee / account holder | $86 | $5,262-98.4% | $5,098-98.3% | $12,562-99.3% |