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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,188 | $111,878+122.7% | $93,727+165.9% | $145,897+70.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.18% | 204.28%-191.1pp | 133.83%-120.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $6,305 | $3,092+103.9% | $2,421+160.4% | $4,663+35.2% |
| Participant deferral / active EE | $4,891 | $4,920-0.6% | $4,417+10.7% | $6,689-26.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |