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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,684 | $100,911+20.6% | $90,440+34.5% | $158,966-23.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.08% | 1726.62%-1698.5pp | 1294.38%-1266.3pp | 302.95%-274.9pp |
| Employer contribution / active EE | $3,461 | $3,690-6.2% | $3,263+6.1% | $4,762-27.3% |
| Participant deferral / active EE | $2,739 | $4,348-37.0% | $3,964-30.9% | $5,983-54.2% |
| Admin fee / account holder | $6 | $6,507-99.9% | $5,615-99.9% | $11,250-99.9% |