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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,874 | $175,259-30.5% | $149,723-18.6% | $139,487-12.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.18% | 166.82%-146.6pp | 134.50%-114.3pp | 373.84%-353.7pp |
| Employer contribution / active EE | $10,613 | $5,478+93.7% | $4,821+120.1% | $4,755+123.2% |
| Participant deferral / active EE | $9,771 | $6,522+49.8% | $5,682+72.0% | $6,713+45.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |