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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,062 | $102,595+122.3% | $94,057+142.5% | $154,746+47.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.74% | 583.42%-563.7pp | 480.62%-460.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $8,238 | $3,147+161.8% | $2,933+180.9% | $4,379+88.1% |
| Participant deferral / active EE | $16,523 | $5,118+222.8% | $4,709+250.9% | $6,730+145.5% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |