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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,855 | $72,071+103.8% | $68,368+114.8% | $137,256+7.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.27% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $10,827 | $2,788+288.3% | $2,649+308.7% | $4,156+160.5% |
| Participant deferral / active EE | $18,454 | $4,410+318.5% | $4,123+347.6% | $6,407+188.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |