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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,266 | $72,071+83.5% | $68,368+93.5% | $137,256-3.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.77% | 353.14%-330.4pp | 292.57%-269.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $400 | $2,788-85.7% | $2,649-84.9% | $4,156-90.4% |
| Participant deferral / active EE | $6,000 | $4,410+36.1% | $4,123+45.5% | $6,407-6.3% |
| Admin fee / account holder | $120 | $5,336-97.8% | $5,150-97.7% | $12,270-99.0% |