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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,125 | $150,207-20.0% | $120,380-0.2% | $145,978-17.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.35% | 154.28%-136.9pp | 107.28%-89.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $13,451 | $4,351+209.2% | $3,465+288.2% | $4,662+188.5% |
| Participant deferral / active EE | $10,113 | $6,175+63.8% | $4,992+102.6% | $6,690+51.2% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |