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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,389 | $125,237+28.9% | $105,608+52.8% | $145,877+10.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.20% | 225.76%-216.6pp | 116.50%-107.3pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,106 | $3,720-43.4% | $3,167-33.5% | $4,663-54.8% |
| Participant deferral / active EE | $11,120 | $5,711+94.7% | $5,010+122.0% | $6,691+66.2% |
| Admin fee / account holder | $68 | $17,287-99.6% | $11,028-99.4% | $13,402-99.5% |