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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,632 | $125,778+69.8% | $114,563+86.5% | $154,746+38.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.03% | 295.14%-279.1pp | 241.09%-225.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,886 | $2,806-32.8% | $2,592-27.2% | $4,379-56.9% |
| Participant deferral / active EE | $6,493 | $4,445+46.1% | $4,142+56.8% | $6,730-3.5% |
| Admin fee / account holder | $20 | $8,190-99.8% | $7,623-99.7% | $14,365-99.9% |