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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,088 | $103,038+105.8% | $90,324+134.8% | $152,909+38.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.23% | 95.25%-74.0pp | 78.15%-56.9pp | 345.46%-324.2pp |
| Employer contribution / active EE | $8,932 | $3,141+184.4% | $2,856+212.8% | $4,764+87.5% |
| Participant deferral / active EE | $9,020 | $4,282+110.7% | $3,885+132.2% | $5,851+54.2% |
| Admin fee / account holder | $2 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |