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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,081 | $107,941+32.6% | $91,994+55.5% | $152,909-6.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 27.17% | 89.28%-62.1pp | 69.04%-41.9pp | 345.46%-318.3pp |
| Employer contribution / active EE | $5,003 | $4,212+18.8% | $3,453+44.9% | $4,764+5.0% |
| Participant deferral / active EE | $7,176 | $6,366+12.7% | $5,924+21.1% | $5,851+22.6% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |