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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,556 | $72,071+70.0% | $68,368+79.3% | $137,256-10.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.72% | 353.14%-335.4pp | 292.57%-274.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $9,066 | $2,788+225.2% | $2,649+242.2% | $4,156+118.1% |
| Participant deferral / active EE | $11,700 | $4,410+165.3% | $4,123+183.8% | $6,407+82.6% |
| Admin fee / account holder | $255 | $5,336-95.2% | $5,150-95.1% | $12,270-97.9% |