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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,624 | $112,121+80.7% | $95,960+111.2% | $158,966+27.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.59% | 171.16%-151.6pp | 91.63%-72.0pp | 302.95%-283.4pp |
| Employer contribution / active EE | $2,844 | $3,199-11.1% | $2,541+11.9% | $4,762-40.3% |
| Participant deferral / active EE | $2,982 | $4,784-37.7% | $4,167-28.4% | $5,983-50.2% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |