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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,433 | $111,787+81.1% | $93,681+116.1% | $145,978+38.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 24.65% | 203.52%-178.9pp | 133.47%-108.8pp | 550.52%-525.9pp |
| Employer contribution / active EE | $2,860 | $3,093-7.5% | $2,422+18.1% | $4,662-38.6% |
| Participant deferral / active EE | $11,774 | $4,918+139.4% | $4,415+166.7% | $6,690+76.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |