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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,188 | $111,814+122.9% | $93,654+166.1% | $145,959+70.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.18% | 203.30%-190.1pp | 133.34%-120.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $6,305 | $3,092+104.0% | $2,421+160.5% | $4,661+35.3% |
| Participant deferral / active EE | $4,891 | $4,914-0.5% | $4,413+10.8% | $6,689-26.9% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |