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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,401 | $118,695+10.7% | $98,916+32.8% | $158,950-17.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.35% | 372.39%-354.0pp | 196.45%-178.1pp | 302.91%-284.6pp |
| Employer contribution / active EE | $3,862 | $3,333+15.9% | $2,689+43.6% | $4,762-18.9% |
| Participant deferral / active EE | $12,950 | $5,088+154.5% | $4,245+205.1% | $5,983+116.5% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |