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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,669 | $70,366+78.6% | $66,674+88.5% | $138,895-9.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.81% | 386.41%-371.6pp | 321.24%-306.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $9,538 | $2,765+244.9% | $2,620+264.0% | $4,194+127.4% |
| Participant deferral / active EE | $5,548 | $4,374+26.8% | $4,084+35.9% | $6,396-13.3% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |