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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,119 | $118,708+6.2% | $98,920+27.5% | $158,982-20.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.91% | 372.49%-361.6pp | 196.47%-185.6pp | 302.99%-292.1pp |
| Employer contribution / active EE | $4,594 | $3,334+37.8% | $2,689+70.8% | $4,763-3.5% |
| Participant deferral / active EE | $18,022 | $5,089+254.1% | $4,245+324.5% | $5,983+201.2% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |