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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,669 | $102,595+22.5% | $94,057+33.6% | $154,746-18.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.81% | 583.42%-568.6pp | 480.62%-465.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $9,538 | $3,147+203.1% | $2,933+225.2% | $4,379+117.8% |
| Participant deferral / active EE | $5,548 | $5,118+8.4% | $4,709+17.8% | $6,730-17.6% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |