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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,411 | $138,114+32.1% | $125,391+45.5% | $134,545+35.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.64% | 750.88%-746.2pp | 572.41%-567.8pp | 418.37%-413.7pp |
| Employer contribution / active EE | $3,187 | $5,246-39.3% | $4,816-33.8% | $4,742-32.8% |
| Participant deferral / active EE | $11,007 | $7,801+41.1% | $7,448+47.8% | $6,401+72.0% |
| Admin fee / account holder | $257 | $11,570-97.8% | $10,009-97.4% | $11,431-97.8% |