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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,606 | $68,097+41.9% | $62,929+53.5% | $137,256-29.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.71% | 1859.11%-1845.4pp | 1063.93%-1050.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,622 | $2,811-6.7% | $2,505+4.7% | $4,156-36.9% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $167 | $6,521-97.4% | $5,065-96.7% | $12,270-98.6% |