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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,350 | $72,446+68.9% | $67,561+81.1% | $145,877-16.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.44% | 7211.98%-7194.5pp | 3525.44%-3508.0pp | 551.28%-533.8pp |
| Employer contribution / active EE | $3,744 | $3,072+21.9% | $2,735+36.9% | $4,663-19.7% |
| Participant deferral / active EE | $5,191 | $4,785+8.5% | $4,003+29.7% | $6,691-22.4% |
| Admin fee / account holder | $21 | $5,541-99.6% | $4,006-99.5% | $13,402-99.8% |