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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,851 | $104,937+38.0% | $84,628+71.2% | $152,897-5.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.47% | 373.88%-351.4pp | 258.80%-236.3pp | 345.43%-323.0pp |
| Employer contribution / active EE | $21,397 | $3,303+547.8% | $2,653+706.5% | $4,764+349.2% |
| Participant deferral / active EE | $11,300 | $4,690+140.9% | $3,900+189.7% | $5,851+93.1% |
| Admin fee / account holder | $20 | $6,243-99.7% | $4,914-99.6% | $11,599-99.8% |