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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,588 | $104,937+95.0% | $84,628+141.7% | $152,897+33.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.41% | 373.88%-347.5pp | 258.80%-232.4pp | 345.43%-319.0pp |
| Employer contribution / active EE | $3,712 | $3,303+12.4% | $2,653+39.9% | $4,764-22.1% |
| Participant deferral / active EE | $8,903 | $4,690+89.8% | $3,900+128.3% | $5,851+52.2% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |