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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,845 | $109,908+11.8% | $97,161+26.4% | $145,978-15.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.16% | 243.80%-231.6pp | 75.36%-63.2pp | 550.52%-538.4pp |
| Employer contribution / active EE | $17,343 | $3,077+463.6% | $2,723+536.8% | $4,662+272.0% |
| Participant deferral / active EE | $9,271 | $4,679+98.1% | $4,265+117.4% | $6,690+38.6% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |