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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,384 | $103,000+81.9% | $90,300+107.5% | $152,885+22.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 10.85% | 95.19%-84.3pp | 78.11%-67.3pp | 345.39%-334.5pp |
| Employer contribution / active EE | $17,332 | $3,138+452.2% | $2,854+507.2% | $4,763+263.9% |
| Participant deferral / active EE | $6,800 | $4,281+58.9% | $3,884+75.1% | $5,851+16.2% |
| Admin fee / account holder | $17 | $6,173-99.7% | $5,353-99.7% | $11,598-99.9% |