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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,592 | $112,935+57.3% | $90,970+95.2% | $158,966+11.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.94% | 215.79%-199.8pp | 134.58%-118.6pp | 302.95%-287.0pp |
| Employer contribution / active EE | $24,669 | $2,895+752.3% | $2,122+1062.3% | $4,762+418.0% |
| Participant deferral / active EE | $17,734 | $4,129+329.5% | $3,373+425.7% | $5,983+196.4% |
| Admin fee / account holder | $13 | $8,045-99.8% | $5,960-99.8% | $11,250-99.9% |