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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,937 | $107,363+40.6% | $92,909+62.5% | $152,897-1.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.27% | 145.63%-122.4pp | 109.44%-86.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $3,106 | $4,222-26.4% | $3,653-15.0% | $4,764-34.8% |
| Participant deferral / active EE | $4,827 | $4,848-0.4% | $4,238+13.9% | $5,851-17.5% |
| Admin fee / account holder | $282 | $7,082-96.0% | $5,795-95.1% | $11,599-97.6% |