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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,133 | $88,754+151.4% | $81,820+172.7% | $145,877+53.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.07% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,505 | $3,085+13.6% | $2,915+20.2% | $4,663-24.8% |
| Participant deferral / active EE | $7,569 | $4,648+62.8% | $4,323+75.1% | $6,691+13.1% |
| Admin fee / account holder | $144 | $8,424-98.3% | $7,391-98.1% | $13,402-98.9% |