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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,155 | $104,937+16.4% | $84,628+44.3% | $152,897-20.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.79% | 373.88%-354.1pp | 258.80%-239.0pp | 345.43%-325.6pp |
| Employer contribution / active EE | $520 | $3,303-84.3% | $2,653-80.4% | $4,764-89.1% |
| Participant deferral / active EE | $12,017 | $4,690+156.2% | $3,900+208.1% | $5,851+105.4% |
| Admin fee / account holder | $145 | $6,243-97.7% | $4,914-97.0% | $11,599-98.7% |