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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,659 | $107,368+15.2% | $92,915+33.1% | $152,909-19.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.24% | 145.64%-118.4pp | 109.45%-82.2pp | 345.46%-318.2pp |
| Employer contribution / active EE | $12,428 | $4,222+194.3% | $3,653+240.2% | $4,764+160.9% |
| Participant deferral / active EE | $9,364 | $4,848+93.2% | $4,238+121.0% | $5,851+60.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |