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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,537 | $88,754+75.2% | $81,820+90.1% | $145,877+6.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.44% | 1031.77%-1021.3pp | 777.93%-767.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $14,530 | $3,085+370.9% | $2,915+398.5% | $4,663+211.6% |
| Participant deferral / active EE | $4,252 | $4,648-8.5% | $4,323-1.6% | $6,691-36.4% |
| Admin fee / account holder | $36 | $8,424-99.6% | $7,391-99.5% | $13,402-99.7% |