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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,121 | $96,643+37.7% | $86,617+53.7% | $139,456-4.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.42% | 106.57%-83.2pp | 591.91%-568.5pp | 373.45%-350.0pp |
| Employer contribution / active EE | $2,795 | $3,264-14.4% | $3,023-7.6% | $4,753-41.2% |
| Participant deferral / active EE | $3,458 | $4,835-28.5% | $4,437-22.1% | $6,711-48.5% |
| Admin fee / account holder | $58 | $6,406-99.1% | $5,613-99.0% | $11,407-99.5% |