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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,153 | $107,353+31.5% | $92,903+51.9% | $152,885-7.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.34% | 145.62%-124.3pp | 109.43%-88.1pp | 345.39%-324.1pp |
| Employer contribution / active EE | $6,376 | $4,222+51.0% | $3,653+74.5% | $4,763+33.9% |
| Participant deferral / active EE | $10,061 | $4,848+107.6% | $4,238+137.4% | $5,851+72.0% |
| Admin fee / account holder | $17 | $7,081-99.8% | $5,795-99.7% | $11,598-99.9% |