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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,026 | $160,040-36.9% | $147,096-31.3% | $145,877-30.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.67% | 98.49%-71.8pp | 419.75%-393.1pp | 551.28%-524.6pp |
| Employer contribution / active EE | $24,981 | $5,289+372.3% | $4,936+406.1% | $4,663+435.7% |
| Participant deferral / active EE | $18,124 | $8,429+115.0% | $8,071+124.6% | $6,691+170.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |