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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,899 | $202,463-43.7% | $169,397-32.8% | $139,487-18.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.94% | 532.64%-510.7pp | 406.23%-384.3pp | 373.84%-351.9pp |
| Employer contribution / active EE | $16,250 | $4,694+246.2% | $4,013+304.9% | $4,755+241.8% |
| Participant deferral / active EE | $26,250 | $6,941+278.2% | $6,223+321.8% | $6,713+291.1% |
| Admin fee / account holder | $234 | $10,726-97.8% | $9,017-97.4% | $11,407-97.9% |