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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,022 | $102,595+40.4% | $94,057+53.1% | $154,746-6.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.09% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,426 | $3,147+8.9% | $2,933+16.8% | $4,379-21.8% |
| Participant deferral / active EE | $12,629 | $5,118+146.8% | $4,709+168.2% | $6,730+87.6% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |