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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,953 | $58,234+114.6% | $81,783+52.8% | $80,874+54.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.87% | 41.70%-28.8pp | 775.05%-762.2pp | 35.62%-22.7pp |
| Employer contribution / active EE | $8,252 | $2,341+252.4% | $2,913+183.3% | $2,756+199.5% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $30 | $4,982-99.4% | $7,380-99.6% | $6,935-99.6% |