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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,794 | $150,207+37.0% | $120,380+71.0% | $145,978+41.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.03% | 154.28%-145.2pp | 107.28%-98.2pp | 550.52%-541.5pp |
| Employer contribution / active EE | $20,647 | $4,351+374.6% | $3,465+495.9% | $4,662+342.9% |
| Participant deferral / active EE | $2,740 | $6,175-55.6% | $4,992-45.1% | $6,690-59.0% |
| Admin fee / account holder | $217 | $12,203-98.2% | $9,421-97.7% | $13,400-98.4% |