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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,100 | $107,368+79.8% | $92,915+107.8% | $152,909+26.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.81% | 145.64%-128.8pp | 109.45%-92.6pp | 345.46%-328.7pp |
| Employer contribution / active EE | $12,808 | $4,222+203.3% | $3,653+250.6% | $4,764+168.9% |
| Participant deferral / active EE | $10,709 | $4,848+120.9% | $4,238+152.7% | $5,851+83.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |