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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,554 | $104,937+17.7% | $84,628+46.0% | $152,897-19.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 16.65% | 373.88%-357.2pp | 258.80%-242.1pp | 345.43%-328.8pp |
| Employer contribution / active EE | $837 | $3,303-74.7% | $2,653-68.4% | $4,764-82.4% |
| Participant deferral / active EE | $11,525 | $4,690+145.7% | $3,900+195.5% | $5,851+97.0% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |