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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,334 | $102,595+108.9% | $94,057+127.9% | $154,746+38.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.80% | 583.42%-566.6pp | 480.62%-463.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $9,566 | $3,147+203.9% | $2,933+226.1% | $4,379+118.4% |
| Participant deferral / active EE | $8,397 | $5,118+64.1% | $4,709+78.3% | $6,730+24.8% |
| Admin fee / account holder | $17 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |