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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,693 | $109,372+45.1% | $89,414+77.5% | $158,966-0.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.36% | 345.55%-335.2pp | 245.50%-235.1pp | 302.95%-292.6pp |
| Employer contribution / active EE | $1,617 | $3,171-49.0% | $2,586-37.5% | $4,762-66.1% |
| Participant deferral / active EE | $7,346 | $4,598+59.7% | $3,890+88.8% | $5,983+22.8% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |