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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,042 | $102,595+94.0% | $94,057+111.6% | $154,746+28.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.73% | 583.42%-570.7pp | 480.62%-467.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $4,810 | $3,147+52.8% | $2,933+64.0% | $4,379+9.8% |
| Participant deferral / active EE | $12,319 | $5,118+140.7% | $4,709+161.6% | $6,730+83.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |