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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,506 | $150,346-19.2% | $120,524+0.8% | $145,877-16.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.24% | 154.40%-133.2pp | 107.36%-86.1pp | 551.28%-530.0pp |
| Employer contribution / active EE | $11,383 | $4,353+161.5% | $3,469+228.1% | $4,663+144.1% |
| Participant deferral / active EE | $16,870 | $6,172+173.3% | $4,994+237.8% | $6,691+152.1% |
| Admin fee / account holder | $124 | $12,215-99.0% | $9,440-98.7% | $13,402-99.1% |