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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,023 | $108,897+21.2% | $100,378+31.5% | $145,877-9.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.20% | 58.17%-48.0pp | 49.41%-39.2pp | 551.28%-541.1pp |
| Employer contribution / active EE | $10,828 | $4,420+145.0% | $3,942+174.7% | $4,663+132.2% |
| Participant deferral / active EE | $10,927 | $8,455+29.2% | $8,087+35.1% | $6,691+63.3% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,899-99.7% | $13,402-99.9% |