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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,007 | $100,911+40.7% | $90,440+57.0% | $158,966-10.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.99% | 1726.62%-1714.6pp | 1294.38%-1282.4pp | 302.95%-291.0pp |
| Employer contribution / active EE | $10,914 | $3,690+195.8% | $3,263+234.5% | $4,762+129.2% |
| Participant deferral / active EE | $22,750 | $4,348+423.2% | $3,964+474.0% | $5,983+280.2% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |