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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,120 | $104,953+55.4% | $84,637+92.7% | $152,909+6.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.26% | 373.94%-351.7pp | 258.82%-236.6pp | 345.46%-323.2pp |
| Employer contribution / active EE | $11,467 | $3,304+247.1% | $2,653+332.2% | $4,764+140.7% |
| Participant deferral / active EE | $5,503 | $4,691+17.3% | $3,900+41.1% | $5,851-6.0% |
| Admin fee / account holder | $279 | $6,244-95.5% | $4,914-94.3% | $11,601-97.6% |