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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,139 | $129,737+65.1% | $119,126+79.8% | $154,746+38.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.29% | 379.08%-365.8pp | 282.11%-268.8pp | 172.34%-159.0pp |
| Employer contribution / active EE | $17,049 | $4,375+289.7% | $4,034+322.7% | $4,379+289.3% |
| Participant deferral / active EE | $4,451 | $5,842-23.8% | $5,318-16.3% | $6,730-33.9% |
| Admin fee / account holder | $7 | $11,961-99.9% | $10,693-99.9% | $14,365-100.0% |