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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,419 | $167,030-13.5% | $135,768+6.4% | $155,188-6.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.38% | 678.39%-660.0pp | 526.10%-507.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $5,699 | $4,132+37.9% | $3,394+67.9% | $4,248+34.2% |
| Participant deferral / active EE | $9,784 | $4,528+116.1% | $3,977+146.0% | $6,531+49.8% |
| Admin fee / account holder | $50 | $8,172-99.4% | $7,048-99.3% | $14,480-99.7% |