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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,630 | $102,635+49.7% | $86,209+78.2% | $139,456+10.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.80% | 1923.53%-1907.7pp | 1169.05%-1153.3pp | 373.45%-357.6pp |
| Employer contribution / active EE | $2,648 | $3,034-12.7% | $2,381+11.2% | $4,753-44.3% |
| Participant deferral / active EE | $11,231 | $4,677+140.1% | $3,986+181.8% | $6,711+67.3% |
| Admin fee / account holder | $20 | $8,661-99.8% | $6,853-99.7% | $11,407-99.8% |