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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,859 | $157,276+37.9% | $141,177+53.6% | $152,885+41.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.55% | 64.33%-39.8pp | 71.40%-46.9pp | 345.39%-320.8pp |
| Employer contribution / active EE | $2,422 | $5,262-54.0% | $4,736-48.9% | $4,763-49.2% |
| Participant deferral / active EE | $10,616 | $7,110+49.3% | $6,710+58.2% | $5,851+81.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |