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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,245 | $81,643+57.1% | $70,462+82.0% | $158,950-19.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.33% | 208.51%-190.2pp | 109.08%-90.7pp | 302.91%-284.6pp |
| Employer contribution / active EE | $7,364 | $3,218+128.9% | $2,737+169.0% | $4,762+54.6% |
| Participant deferral / active EE | $8,781 | $4,555+92.8% | $3,710+136.7% | $5,983+46.8% |
| Admin fee / account holder | $19 | $6,194-99.7% | $3,845-99.5% | $11,248-99.8% |