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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,915 | $118,708+24.6% | $98,920+49.5% | $158,982-7.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 6.88% | 372.49%-365.6pp | 196.47%-189.6pp | 302.99%-296.1pp |
| Employer contribution / active EE | $2,338 | $3,334-29.9% | $2,689-13.1% | $4,763-50.9% |
| Participant deferral / active EE | $5,408 | $5,089+6.3% | $4,245+27.4% | $5,983-9.6% |
| Admin fee / account holder | $140 | $10,134-98.6% | $6,643-97.9% | $11,252-98.8% |