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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,176 | $102,422+18.3% | $147,117-17.6% | $80,959+49.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.34% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,548 | $3,717+22.3% | $4,932-7.8% | $2,757+64.9% |
| Participant deferral / active EE | $8,039 | $6,652+20.8% | $8,065-0.3% | $4,300+86.9% |
| Admin fee / account holder | $85 | $7,953-98.9% | $12,993-99.3% | $6,925-98.8% |