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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,598 | $115,814+56.8% | $101,275+79.3% | $158,982+14.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.89% | 56.16%-37.3pp | 46.48%-27.6pp | 302.99%-284.1pp |
| Employer contribution / active EE | $18,833 | $4,176+351.0% | $3,660+414.5% | $4,763+295.4% |
| Participant deferral / active EE | $10,576 | $4,958+113.3% | $4,371+142.0% | $5,983+76.8% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |