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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,927 | $121,701+78.2% | $104,639+107.3% | $158,982+36.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.37% | 465.72%-448.3pp | 340.67%-323.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,506 | $3,165-52.4% | $2,682-43.8% | $4,763-68.4% |
| Participant deferral / active EE | $4,984 | $4,176+19.4% | $3,738+33.3% | $5,983-16.7% |
| Admin fee / account holder | $20 | $7,778-99.7% | $6,465-99.7% | $11,252-99.8% |