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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,300 | $100,868+94.6% | $90,414+117.1% | $158,931+23.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.93% | 1724.58%-1707.6pp | 1293.19%-1276.3pp | 302.86%-285.9pp |
| Employer contribution / active EE | $3,940 | $3,689+6.8% | $3,262+20.8% | $4,761-17.3% |
| Participant deferral / active EE | $11,710 | $4,348+169.3% | $3,963+195.5% | $5,982+95.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,611-100.0% | $11,247-100.0% |