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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,324 | $107,363+13.9% | $92,909+31.7% | $152,897-20.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.71% | 145.63%-123.9pp | 109.44%-87.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $2,435 | $4,222-42.3% | $3,653-33.4% | $4,764-48.9% |
| Participant deferral / active EE | $8,111 | $4,848+67.3% | $4,238+91.4% | $5,851+38.6% |
| Admin fee / account holder | $15 | $7,082-99.8% | $5,795-99.7% | $11,599-99.9% |