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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,419 | $154,754-6.7% | $124,206+16.3% | $138,895+4.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.38% | 709.28%-690.9pp | 515.27%-496.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $5,699 | $4,446+28.2% | $3,540+61.0% | $4,194+35.9% |
| Participant deferral / active EE | $9,784 | $4,621+111.7% | $3,968+146.6% | $6,396+53.0% |
| Admin fee / account holder | $50 | $6,690-99.3% | $5,929-99.2% | $12,562-99.6% |