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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,777 | $180,749-57.5% | $160,784-52.2% | $137,256-44.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.37% | 2234.46%-2215.1pp | 1803.92%-1784.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,291 | $4,155+3.3% | $3,733+15.0% | $4,156+3.2% |
| Participant deferral / active EE | $24,645 | $6,844+260.1% | $6,293+291.6% | $6,407+284.7% |
| Admin fee / account holder | $144 | $10,397-98.6% | $9,717-98.5% | $12,270-98.8% |