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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,681 | $102,663+44.8% | $86,216+72.5% | $139,466+6.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.31% | 1924.52%-1906.2pp | 1169.42%-1151.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,934 | $3,035-36.3% | $2,382-18.8% | $4,754-59.3% |
| Participant deferral / active EE | $5,361 | $4,677+14.6% | $3,986+34.5% | $6,712-20.1% |
| Admin fee / account holder | $94 | $8,663-98.9% | $6,853-98.6% | $11,409-99.2% |