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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,358 | $90,614+16.3% | $76,089+38.5% | $145,877-27.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.28% | 623.80%-614.5pp | 360.94%-351.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $8,247 | $3,324+148.1% | $2,690+206.6% | $4,663+76.9% |
| Participant deferral / active EE | $9,164 | $5,168+77.3% | $4,259+115.2% | $6,691+37.0% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |