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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,953 | $58,311+114.3% | $81,882+52.6% | $80,959+54.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.87% | 41.85%-29.0pp | 779.47%-766.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $8,252 | $2,347+251.7% | $2,916+183.0% | $2,757+199.3% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $30 | $4,752-99.4% | $7,360-99.6% | $6,925-99.6% |