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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,660 | $72,071+95.2% | $68,368+105.7% | $137,256+2.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.33% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,144 | $2,788+48.7% | $2,649+56.5% | $4,156-0.3% |
| Participant deferral / active EE | $18,028 | $4,410+308.8% | $4,123+337.3% | $6,407+181.4% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |