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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,430 | $171,492-29.8% | $150,734-20.1% | $198,609-39.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.87% | 804.70%-787.8pp | 600.81%-583.9pp | 202.70%-185.8pp |
| Employer contribution / active EE | $12,484 | $5,470+128.2% | $4,918+153.8% | $5,055+146.9% |
| Participant deferral / active EE | $10,682 | $6,259+70.7% | $5,610+90.4% | $6,977+53.1% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |