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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,184 | $107,368+20.3% | $92,915+39.0% | $152,909-15.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.82% | 145.64%-119.8pp | 109.45%-83.6pp | 345.46%-319.6pp |
| Employer contribution / active EE | $20,681 | $4,222+389.8% | $3,653+466.0% | $4,764+334.1% |
| Participant deferral / active EE | $14,300 | $4,848+195.0% | $4,238+237.4% | $5,851+144.4% |
| Admin fee / account holder | $10 | $7,082-99.9% | $5,796-99.8% | $11,601-99.9% |