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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,080 | $72,071+183.2% | $68,368+198.5% | $137,256+48.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 41.29% | 353.14%-311.9pp | 292.57%-251.3pp | 220.34%-179.1pp |
| Employer contribution / active EE | $14,127 | $2,788+406.7% | $2,649+433.3% | $4,156+239.9% |
| Participant deferral / active EE | $12,977 | $4,410+194.3% | $4,123+214.8% | $6,407+102.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |