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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,095 | $70,366+72.1% | $66,674+81.6% | $138,895-12.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.21% | 386.41%-366.2pp | 321.24%-301.0pp | 145.39%-125.2pp |
| Employer contribution / active EE | $4,487 | $2,765+62.3% | $2,620+71.3% | $4,194+7.0% |
| Participant deferral / active EE | $12,897 | $4,374+194.8% | $4,084+215.8% | $6,396+101.6% |
| Admin fee / account holder | $260 | $5,262-95.1% | $5,098-94.9% | $12,562-97.9% |