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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,953 | $58,241+114.5% | $81,780+52.8% | $80,911+54.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.87% | 41.73%-28.9pp | 776.27%-763.4pp | 35.63%-22.8pp |
| Employer contribution / active EE | $8,252 | $2,343+252.1% | $2,914+183.2% | $2,756+199.4% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $30 | $4,973-99.4% | $7,384-99.6% | $6,935-99.6% |