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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,743 | $70,366+88.6% | $66,674+99.1% | $138,895-4.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.22% | 386.41%-372.2pp | 321.24%-307.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,196 | $2,765+15.6% | $2,620+22.0% | $4,194-23.8% |
| Participant deferral / active EE | $4,767 | $4,374+9.0% | $4,084+16.7% | $6,396-25.5% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |