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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,234 | $125,190+29.6% | $105,624+53.6% | $145,897+11.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.49% | 225.22%-209.7pp | 116.20%-100.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $11,707 | $3,720+214.7% | $3,168+269.6% | $4,663+151.1% |
| Participant deferral / active EE | $17,408 | $5,716+204.6% | $5,013+247.3% | $6,689+160.2% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |