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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,128 | $104,937+96.4% | $84,628+143.6% | $152,897+34.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.88% | 373.88%-355.0pp | 258.80%-239.9pp | 345.43%-326.5pp |
| Employer contribution / active EE | $17,287 | $3,303+423.4% | $2,653+551.6% | $4,764+262.9% |
| Participant deferral / active EE | $21,425 | $4,690+356.8% | $3,900+449.4% | $5,851+266.2% |
| Admin fee / account holder | $98 | $6,243-98.4% | $4,914-98.0% | $11,599-99.2% |