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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,513 | $112,933+85.5% | $90,970+130.3% | $158,982+31.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.72% | 215.82%-197.1pp | 134.60%-115.9pp | 302.99%-284.3pp |
| Employer contribution / active EE | $17,066 | $2,893+489.8% | $2,122+704.3% | $4,763+258.3% |
| Participant deferral / active EE | $13,583 | $4,128+229.1% | $3,373+302.7% | $5,983+127.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |