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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,062 | $72,071+216.4% | $68,368+233.6% | $137,256+66.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.74% | 353.14%-333.4pp | 292.57%-272.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $8,238 | $2,788+195.5% | $2,649+211.0% | $4,156+98.2% |
| Participant deferral / active EE | $16,523 | $4,410+274.7% | $4,123+300.8% | $6,407+157.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |