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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,847 | $103,038+11.5% | $90,324+27.1% | $152,909-24.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.55% | 95.25%-76.7pp | 78.15%-59.6pp | 345.46%-326.9pp |
| Employer contribution / active EE | $9,814 | $3,141+212.5% | $2,856+243.7% | $4,764+106.0% |
| Participant deferral / active EE | $12,567 | $4,282+193.5% | $3,885+223.4% | $5,851+114.8% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |