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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,030 | $108,897+109.4% | $100,378+127.2% | $145,877+56.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.33% | 58.17%-47.8pp | 49.41%-39.1pp | 551.28%-541.0pp |
| Employer contribution / active EE | $4,990 | $4,420+12.9% | $3,942+26.6% | $4,663+7.0% |
| Participant deferral / active EE | $30,500 | $8,455+260.7% | $8,087+277.1% | $6,691+355.9% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |