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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,988 | $72,071+170.5% | $68,368+185.2% | $137,256+42.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.59% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $7,000 | $2,788+151.1% | $2,649+164.3% | $4,156+68.4% |
| Participant deferral / active EE | $867 | $4,410-80.3% | $4,123-79.0% | $6,407-86.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |