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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,346 | $72,071+25.4% | $68,368+32.1% | $137,256-34.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.30% | 353.14%-333.8pp | 292.57%-273.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $9,432 | $2,788+238.3% | $2,649+256.1% | $4,156+126.9% |
| Participant deferral / active EE | $9,527 | $4,410+116.0% | $4,123+131.1% | $6,407+48.7% |
| Admin fee / account holder | $26 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |