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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,136 | $72,071+27.8% | $68,368+34.8% | $137,256-32.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.99% | 353.14%-336.1pp | 292.57%-275.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $7,637 | $2,788+173.9% | $2,649+188.3% | $4,156+83.7% |
| Participant deferral / active EE | $11,314 | $4,410+156.5% | $4,123+174.4% | $6,407+76.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |