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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,689 | $88,702+153.3% | $81,780+174.7% | $145,978+53.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.51% | 1029.12%-1014.6pp | 776.27%-761.8pp | 550.52%-536.0pp |
| Employer contribution / active EE | $12,818 | $3,084+315.6% | $2,914+339.9% | $4,662+174.9% |
| Participant deferral / active EE | $7,454 | $4,645+60.5% | $4,321+72.5% | $6,690+11.4% |
| Admin fee / account holder | $127 | $8,414-98.5% | $7,384-98.3% | $13,400-99.1% |