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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,794 | $150,412+36.8% | $120,574+70.7% | $145,884+41.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.03% | 154.50%-145.5pp | 107.42%-98.4pp | 551.85%-542.8pp |
| Employer contribution / active EE | $20,647 | $4,355+374.1% | $3,471+494.9% | $4,662+342.8% |
| Participant deferral / active EE | $2,740 | $6,175-55.6% | $4,996-45.2% | $6,690-59.0% |
| Admin fee / account holder | $217 | $12,224-98.2% | $9,445-97.7% | $13,392-98.4% |