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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,438 | $106,918+16.4% | $84,021+48.1% | $152,897-18.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.70% | 105.01%-82.3pp | 71.32%-48.6pp | 345.43%-322.7pp |
| Employer contribution / active EE | $4,875 | $2,735+78.2% | $1,984+145.7% | $4,764+2.3% |
| Participant deferral / active EE | $4,167 | $4,012+3.8% | $3,239+28.6% | $5,851-28.8% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |