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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,199 | $129,737+55.1% | $119,126+68.9% | $154,746+30.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.63% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,082 | $4,375-75.3% | $4,034-73.2% | $4,379-75.3% |
| Participant deferral / active EE | $32,875 | $5,842+462.7% | $5,318+518.2% | $6,730+388.5% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |