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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,109 | $175,212-34.3% | $149,682-23.1% | $139,427-17.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.45% | 166.63%-152.2pp | 134.35%-119.9pp | 373.27%-358.8pp |
| Employer contribution / active EE | $14,732 | $5,475+169.1% | $4,818+205.7% | $4,752+210.0% |
| Participant deferral / active EE | $8,942 | $6,520+37.2% | $5,681+57.4% | $6,711+33.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |