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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,103 | $118,708+57.6% | $98,920+89.1% | $158,966+17.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.99% | 372.49%-362.5pp | 196.47%-186.5pp | 302.95%-293.0pp |
| Employer contribution / active EE | $10,007 | $3,334+200.2% | $2,689+272.1% | $4,762+110.1% |
| Participant deferral / active EE | $26,400 | $5,089+418.7% | $4,245+521.9% | $5,983+341.2% |
| Admin fee / account holder | $20 | $10,134-99.8% | $6,643-99.7% | $11,250-99.8% |