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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,214 | $115,780+94.5% | $101,255+122.4% | $158,931+41.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.85% | 56.14%-43.3pp | 46.48%-33.6pp | 302.86%-290.0pp |
| Employer contribution / active EE | $12,214 | $4,175+192.6% | $3,660+233.7% | $4,761+156.5% |
| Participant deferral / active EE | $11,842 | $4,958+138.9% | $4,370+171.0% | $5,982+97.9% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |