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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,096 | $72,071+36.1% | $68,368+43.5% | $137,256-28.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.86% | 353.14%-324.3pp | 292.57%-263.7pp | 220.34%-191.5pp |
| Employer contribution / active EE | $11,094 | $2,788+297.9% | $2,649+318.8% | $4,156+166.9% |
| Participant deferral / active EE | $39,201 | $4,410+788.9% | $4,123+850.8% | $6,407+511.9% |
| Admin fee / account holder | $172 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |