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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,651 | $96,388+9.6% | $80,627+31.0% | $139,466-24.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.44% | 1352.08%-1332.6pp | 936.76%-917.3pp | 373.66%-354.2pp |
| Employer contribution / active EE | $7,643 | $3,260+134.4% | $2,723+180.7% | $4,754+60.8% |
| Participant deferral / active EE | $14,056 | $5,224+169.0% | $4,443+216.4% | $6,712+109.4% |
| Admin fee / account holder | $78 | $6,603-98.8% | $5,381-98.6% | $11,409-99.3% |