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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,557 | $101,618+96.4% | $93,063+114.4% | $137,256+45.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.55% | 223.95%-202.4pp | 34.15%-12.6pp | 220.34%-198.8pp |
| Employer contribution / active EE | $21,152 | $2,707+681.3% | $2,476+754.3% | $4,156+409.0% |
| Participant deferral / active EE | $23,996 | $4,279+460.8% | $3,958+506.2% | $6,407+274.5% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |