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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,537 | $102,595+142.3% | $94,057+164.2% | $154,746+60.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 24.38% | 583.42%-559.0pp | 480.62%-456.2pp | 172.34%-148.0pp |
| Employer contribution / active EE | $4,262 | $3,147+35.4% | $2,933+45.3% | $4,379-2.7% |
| Participant deferral / active EE | $5,198 | $5,118+1.6% | $4,709+10.4% | $6,730-22.8% |
| Admin fee / account holder | $150 | $7,736-98.1% | $7,244-97.9% | $14,365-99.0% |