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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,250 | $108,897+19.6% | $100,378+29.8% | $145,877-10.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.23% | 58.17%-32.9pp | 49.41%-24.2pp | 551.28%-526.1pp |
| Employer contribution / active EE | $1,370 | $4,420-69.0% | $3,942-65.3% | $4,663-70.6% |
| Participant deferral / active EE | $22,768 | $8,455+169.3% | $8,087+181.5% | $6,691+240.3% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |