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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,726 | $125,193-9.2% | $105,591+7.7% | $145,978-22.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 47.45% | 225.53%-178.1pp | 116.43%-69.0pp | 550.52%-503.1pp |
| Employer contribution / active EE | $7,253 | $3,718+95.1% | $3,166+129.1% | $4,662+55.6% |
| Participant deferral / active EE | $19,325 | $5,708+238.6% | $5,008+285.9% | $6,690+188.9% |
| Admin fee / account holder | $151 | $17,277-99.1% | $11,024-98.6% | $13,400-98.9% |