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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,371 | $70,366+120.8% | $66,674+133.0% | $138,895+11.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 22.89% | 386.41%-363.5pp | 321.24%-298.3pp | 145.39%-122.5pp |
| Employer contribution / active EE | $9,075 | $2,765+228.2% | $2,620+246.4% | $4,194+116.4% |
| Participant deferral / active EE | $18,150 | $4,374+314.9% | $4,084+344.4% | $6,396+183.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |