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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,002 | $107,368+20.1% | $92,915+38.8% | $152,909-15.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.66% | 145.64%-126.0pp | 109.45%-89.8pp | 345.46%-325.8pp |
| Employer contribution / active EE | $10,357 | $4,222+145.3% | $3,653+183.5% | $4,764+117.4% |
| Participant deferral / active EE | $5,513 | $4,848+13.7% | $4,238+30.1% | $5,851-5.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |