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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,742 | $90,691+43.1% | $76,119+70.4% | $145,884-11.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.89% | 624.52%-603.6pp | 361.25%-340.4pp | 551.85%-531.0pp |
| Employer contribution / active EE | $3,200 | $3,329-3.9% | $2,693+18.8% | $4,662-31.4% |
| Participant deferral / active EE | $4,500 | $5,167-12.9% | $4,259+5.7% | $6,690-32.7% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |