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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,727 | $111,535+24.4% | $105,223+31.8% | $137,256+1.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.90% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $50,208 | $3,939+1174.5% | $3,689+1261.2% | $4,156+1108.1% |
| Participant deferral / active EE | $31,000 | $5,500+463.6% | $5,072+511.2% | $6,407+383.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |