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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,123 | $112,131+80.3% | $95,964+110.6% | $158,982+27.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.86% | 171.19%-161.3pp | 91.64%-81.8pp | 302.99%-293.1pp |
| Employer contribution / active EE | $19,715 | $3,199+516.3% | $2,541+675.8% | $4,763+313.9% |
| Participant deferral / active EE | $11,917 | $4,784+149.1% | $4,167+186.0% | $5,983+99.2% |
| Admin fee / account holder | $2 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |