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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,275 | $107,363+131.2% | $92,909+167.2% | $152,897+62.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.09% | 145.63%-126.5pp | 109.44%-90.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $3,348 | $4,222-20.7% | $3,653-8.3% | $4,764-29.7% |
| Participant deferral / active EE | $13,968 | $4,848+188.1% | $4,238+229.6% | $5,851+138.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |