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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,481 | $168,636+42.6% | $147,618+62.9% | $125,388+91.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.72% | 77.65%-80.4pp | 61.98%-64.7pp | 282.24%-285.0pp |
| Employer contribution / active EE | $25,007 | $6,252+300.0% | $5,565+349.4% | $4,866+413.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $188 | $13,580-98.6% | $11,612-98.4% | $9,541-98.0% |