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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,009 | $209,874-49.5% | $189,537-44.1% | $167,536-36.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.27% | 748.61%-732.3pp | 555.34%-539.1pp | 478.82%-462.5pp |
| Employer contribution / active EE | $6,063 | $6,913-12.3% | $6,161-1.6% | $4,839+25.3% |
| Participant deferral / active EE | $19,208 | $8,934+115.0% | $8,220+133.7% | $6,342+202.9% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |