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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,569 | $107,941+48.8% | $91,994+74.5% | $152,909+5.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.36% | 89.28%-65.9pp | 69.04%-45.7pp | 345.46%-322.1pp |
| Employer contribution / active EE | $16,505 | $4,212+291.9% | $3,453+378.0% | $4,764+246.5% |
| Participant deferral / active EE | $6,136 | $6,366-3.6% | $5,924+3.6% | $5,851+4.9% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |