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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,119 | $118,695+6.3% | $98,916+27.5% | $158,950-20.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.91% | 372.39%-361.5pp | 196.45%-185.5pp | 302.91%-292.0pp |
| Employer contribution / active EE | $4,594 | $3,333+37.8% | $2,689+70.8% | $4,762-3.5% |
| Participant deferral / active EE | $18,022 | $5,088+254.2% | $4,245+324.6% | $5,983+201.2% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |