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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,598 | $115,780+56.8% | $101,255+79.3% | $158,931+14.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.89% | 56.14%-37.3pp | 46.48%-27.6pp | 302.86%-284.0pp |
| Employer contribution / active EE | $18,833 | $4,175+351.1% | $3,660+414.6% | $4,761+295.5% |
| Participant deferral / active EE | $10,576 | $4,958+113.3% | $4,370+142.0% | $5,982+76.8% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |