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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,864 | $88,815+0.1% | $81,882+8.5% | $145,897-39.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.47% | 1033.75%-1021.3pp | 779.47%-767.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $5,487 | $3,086+77.8% | $2,916+88.2% | $4,663+17.7% |
| Participant deferral / active EE | $5,768 | $4,647+24.1% | $4,323+33.4% | $6,689-13.8% |
| Admin fee / account holder | $207 | $8,434-97.5% | $7,360-97.2% | $13,390-98.5% |