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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,369 | $103,392+92.8% | $87,104+128.9% | $152,897+30.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.85% | 28.10%-10.3pp | 28.19%-10.3pp | 345.43%-327.6pp |
| Employer contribution / active EE | $14,182 | $3,221+340.3% | $2,521+462.5% | $4,764+197.7% |
| Participant deferral / active EE | $9,005 | $4,778+88.5% | $4,048+122.4% | $5,851+53.9% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |