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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,743 | $72,071+84.2% | $68,368+94.2% | $137,256-3.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.22% | 353.14%-338.9pp | 292.57%-278.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,196 | $2,788+14.6% | $2,649+20.7% | $4,156-23.1% |
| Participant deferral / active EE | $4,767 | $4,410+8.1% | $4,123+15.6% | $6,407-25.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |