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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,243 | $88,702+49.1% | $81,780+61.7% | $145,978-9.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.20% | 1029.12%-1016.9pp | 776.27%-764.1pp | 550.52%-538.3pp |
| Employer contribution / active EE | $36,475 | $3,084+1082.6% | $2,914+1151.8% | $4,662+682.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $269 | $8,414-96.8% | $7,384-96.4% | $13,400-98.0% |