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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,004 | $180,749+17.3% | $160,784+31.9% | $137,256+54.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.11% | 2234.46%-2213.4pp | 1803.92%-1782.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,512 | $4,155-63.6% | $3,733-59.5% | $4,156-63.6% |
| Participant deferral / active EE | $2,500 | $6,844-63.5% | $6,293-60.3% | $6,407-61.0% |
| Admin fee / account holder | $13 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |