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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,842 | $106,008+70.6% | $92,240+96.1% | $147,586+22.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.85% | 50.05%-35.2pp | 176.29%-161.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $4,009 | $4,333-7.5% | $3,680+8.9% | $4,876-17.8% |
| Participant deferral / active EE | $12,060 | $4,478+169.3% | $3,897+209.5% | $5,439+121.7% |
| Admin fee / account holder | -$285 | $6,333-104.5% | $5,194-105.5% | $10,886-102.6% |