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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,504 | $72,071+38.1% | $68,368+45.5% | $137,256-27.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.49% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $8,333 | $2,788+198.9% | $2,649+214.6% | $4,156+100.5% |
| Participant deferral / active EE | $11,583 | $4,410+162.7% | $4,123+181.0% | $6,407+80.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |