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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,881 | $156,616-7.5% | $133,346+8.7% | $198,609-27.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 117.78% | 44.25%+73.5pp | 36.85%+80.9pp | 202.70%-84.9pp |
| Employer contribution / active EE | $5,489 | $3,368+63.0% | $2,853+92.4% | $5,055+8.6% |
| Participant deferral / active EE | $13,420 | $4,920+172.8% | $4,332+209.8% | $6,977+92.4% |
| Admin fee / account holder | $101 | $17,468-99.4% | $14,264-99.3% | $19,030-99.5% |