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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,700 | $99,079+66.2% | $78,002+111.1% | $273,972-39.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.43% | 217.93%-211.5pp | 425.99%-419.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $8,935 | $3,308+170.1% | $2,470+261.7% | $4,869+83.5% |
| Participant deferral / active EE | $6,499 | $4,306+50.9% | $3,497+85.9% | $5,287+22.9% |
| Admin fee / account holder | $77 | $8,954-99.1% | $5,481-98.6% | $10,133-99.2% |