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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,161 | $106,918+122.8% | $84,021+183.5% | $152,897+55.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.67% | 105.01%-89.3pp | 71.32%-55.7pp | 345.43%-329.8pp |
| Employer contribution / active EE | $1,477 | $2,735-46.0% | $1,984-25.5% | $4,764-69.0% |
| Participant deferral / active EE | $6,333 | $4,012+57.8% | $3,239+95.5% | $5,851+8.2% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |