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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,060 | $72,071+49.9% | $68,368+58.1% | $137,256-21.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.37% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,211 | $2,788-20.7% | $2,649-16.5% | $4,156-46.8% |
| Participant deferral / active EE | $7,713 | $4,410+74.9% | $4,123+87.1% | $6,407+20.4% |
| Admin fee / account holder | $252 | $5,336-95.3% | $5,150-95.1% | $12,270-97.9% |