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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,632 | $112,131+17.4% | $95,964+37.2% | $158,982-17.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.06% | 171.19%-149.1pp | 91.64%-69.6pp | 302.99%-280.9pp |
| Employer contribution / active EE | $19,722 | $3,199+516.5% | $2,541+676.1% | $4,763+314.1% |
| Participant deferral / active EE | $18,250 | $4,784+281.5% | $4,167+338.0% | $5,983+205.0% |
| Admin fee / account holder | $20 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |