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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,156 | $210,698-55.3% | $178,014-47.1% | $145,959-35.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.34% | 386.27%-370.9pp | 294.80%-279.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $7,812 | $4,567+71.1% | $3,950+97.8% | $4,661+67.6% |
| Participant deferral / active EE | $23,000 | $6,958+230.5% | $6,276+266.5% | $6,689+243.9% |
| Admin fee / account holder | $242 | $12,016-98.0% | $10,362-97.7% | $13,398-98.2% |