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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,582 | $104,953+2.5% | $84,637+27.1% | $152,909-29.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.90% | 373.94%-355.0pp | 258.82%-239.9pp | 345.46%-326.6pp |
| Employer contribution / active EE | $2,938 | $3,304-11.1% | $2,653+10.7% | $4,764-38.3% |
| Participant deferral / active EE | $6,074 | $4,691+29.5% | $3,900+55.7% | $5,851+3.8% |
| Admin fee / account holder | $33 | $6,244-99.5% | $4,914-99.3% | $11,601-99.7% |