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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,956 | $165,351-42.0% | $149,710-35.9% | $158,931-39.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.68% | 348.19%-302.5pp | 276.63%-231.0pp | 302.86%-257.2pp |
| Employer contribution / active EE | $17,737 | $5,103+247.6% | $4,645+281.9% | $4,761+272.5% |
| Participant deferral / active EE | $17,420 | $7,181+142.6% | $6,842+154.6% | $5,982+191.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |