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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,180 | $121,656+19.3% | $104,614+38.8% | $158,950-8.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.78% | 465.51%-452.7pp | 340.56%-327.8pp | 302.91%-290.1pp |
| Employer contribution / active EE | $1,262 | $3,164-60.1% | $2,681-52.9% | $4,762-73.5% |
| Participant deferral / active EE | $2,908 | $4,177-30.4% | $3,739-22.2% | $5,983-51.4% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |