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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,409 | $70,366+233.1% | $66,674+251.6% | $138,895+68.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.97% | 386.41%-371.4pp | 321.24%-306.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,191 | $2,765-56.9% | $2,620-54.5% | $4,194-71.6% |
| Participant deferral / active EE | $2,987 | $4,374-31.7% | $4,084-26.9% | $6,396-53.3% |
| Admin fee / account holder | $220 | $5,262-95.8% | $5,098-95.7% | $12,562-98.2% |