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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,227 | $157,296+26.7% | $141,191+41.1% | $152,897+30.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 40.41% | 64.34%-23.9pp | 71.41%-31.0pp | 345.43%-305.0pp |
| Employer contribution / active EE | $15,270 | $5,262+190.2% | $4,736+222.4% | $4,764+220.6% |
| Participant deferral / active EE | $22,222 | $7,111+212.5% | $6,710+231.2% | $5,851+279.8% |
| Admin fee / account holder | $265 | $12,125-97.8% | $10,264-97.4% | $11,599-97.7% |