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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,032 | $150,346+2.5% | $120,524+27.8% | $145,877+5.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.72% | 154.40%-135.7pp | 107.36%-88.6pp | 551.28%-532.6pp |
| Employer contribution / active EE | $4,277 | $4,353-1.7% | $3,469+23.3% | $4,663-8.3% |
| Participant deferral / active EE | $25,536 | $6,172+313.7% | $4,994+411.4% | $6,691+281.7% |
| Admin fee / account holder | $20 | $12,215-99.8% | $9,440-99.8% | $13,402-99.9% |