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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,614 | $152,542+30.9% | $117,498+69.9% | $134,509+48.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.32% | 53.02%-73.3pp | 29.75%-50.1pp | 418.13%-438.5pp |
| Employer contribution / active EE | $21,591 | $5,574+287.4% | $4,178+416.8% | $4,741+355.5% |
| Participant deferral / active EE | $14,173 | $4,819+194.1% | $4,071+248.1% | $6,400+121.4% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |