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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,845 | $109,904+11.8% | $97,167+26.4% | $145,959-15.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.16% | 243.43%-231.3pp | 75.27%-63.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $17,343 | $3,084+462.3% | $2,729+535.5% | $4,661+272.1% |
| Participant deferral / active EE | $9,271 | $4,676+98.3% | $4,264+117.4% | $6,689+38.6% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |