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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,196 | $72,071+15.4% | $68,368+21.7% | $137,256-39.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.37% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $7,306 | $2,788+162.1% | $2,649+175.8% | $4,156+75.8% |
| Participant deferral / active EE | $24,844 | $4,410+463.4% | $4,123+502.6% | $6,407+287.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |