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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,234 | $108,897+67.3% | $100,378+81.5% | $145,877+24.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 58.17%-44.1pp | 49.41%-35.4pp | 551.28%-537.2pp |
| Employer contribution / active EE | $12,439 | $4,420+181.4% | $3,942+215.5% | $4,663+166.8% |
| Participant deferral / active EE | $10,737 | $8,455+27.0% | $8,087+32.8% | $6,691+60.5% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |