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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,868 | $107,353+36.8% | $92,903+58.1% | $152,885-3.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.36% | 145.62%-122.3pp | 109.43%-86.1pp | 345.39%-322.0pp |
| Employer contribution / active EE | $27,861 | $4,222+559.9% | $3,653+662.7% | $4,763+484.9% |
| Participant deferral / active EE | $16,876 | $4,848+248.1% | $4,238+298.2% | $5,851+188.4% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |