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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,727 | $114,119+21.6% | $107,187+29.4% | $138,895-0.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.90% | 273.21%-260.3pp | 204.55%-191.7pp | 145.39%-132.5pp |
| Employer contribution / active EE | $50,208 | $4,059+1137.0% | $3,782+1227.5% | $4,194+1097.1% |
| Participant deferral / active EE | $31,000 | $5,538+459.8% | $5,096+508.3% | $6,396+384.7% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |