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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,680 | $106,008+64.8% | $92,240+89.4% | $147,586+18.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.73% | 50.05%-36.3pp | 176.29%-162.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $4,593 | $4,333+6.0% | $3,680+24.8% | $4,876-5.8% |
| Participant deferral / active EE | $3,933 | $4,478-12.2% | $3,897+0.9% | $5,439-27.7% |
| Admin fee / account holder | $39 | $6,333-99.4% | $5,194-99.2% | $10,886-99.6% |