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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,133 | $88,778+151.3% | $81,844+172.6% | $145,884+53.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.07% | 1033.03%-1020.0pp | 778.87%-765.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,505 | $3,087+13.5% | $2,916+20.2% | $4,662-24.8% |
| Participant deferral / active EE | $7,569 | $4,648+62.8% | $4,323+75.1% | $6,690+13.1% |
| Admin fee / account holder | $144 | $8,430-98.3% | $7,355-98.0% | $13,392-98.9% |