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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,165 | $132,634+37.3% | $115,768+57.4% | $137,256+32.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.82% | 160.70%-143.9pp | 100.46%-83.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,908 | $3,360-43.2% | $2,940-35.1% | $4,156-54.1% |
| Participant deferral / active EE | $7,968 | $5,619+41.8% | $4,917+62.1% | $6,407+24.4% |
| Admin fee / account holder | $71 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |