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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,491 | $88,702+59.5% | $81,780+73.0% | $145,978-3.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.76% | 1029.12%-1014.4pp | 776.27%-761.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $7,390 | $3,084+139.6% | $2,914+153.6% | $4,662+58.5% |
| Participant deferral / active EE | $5,668 | $4,645+22.0% | $4,321+31.2% | $6,690-15.3% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |