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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,032 | $150,435+2.4% | $120,580+27.7% | $145,897+5.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 18.72% | 154.60%-135.9pp | 107.48%-88.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $4,277 | $4,352-1.7% | $3,469+23.3% | $4,663-8.3% |
| Participant deferral / active EE | $25,536 | $6,174+313.6% | $4,995+411.2% | $6,689+281.7% |
| Admin fee / account holder | $20 | $12,182-99.8% | $9,418-99.8% | $13,390-99.9% |