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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,959 | $162,529+4.0% | $130,788+29.2% | $154,746+9.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.55% | 510.48%-487.9pp | 386.44%-363.9pp | 172.34%-149.8pp |
| Employer contribution / active EE | $8,793 | $4,447+97.7% | $3,558+147.1% | $4,379+100.8% |
| Participant deferral / active EE | $8,941 | $4,808+85.9% | $4,137+116.1% | $6,730+32.8% |
| Admin fee / account holder | $40 | $7,669-99.5% | $6,673-99.4% | $14,365-99.7% |