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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,840 | $72,071+159.2% | $68,368+173.3% | $137,256+36.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.51% | 353.14%-332.6pp | 292.57%-272.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $6,406 | $2,788+129.8% | $2,649+141.8% | $4,156+54.1% |
| Participant deferral / active EE | $12,467 | $4,410+182.7% | $4,123+202.4% | $6,407+94.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |