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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,729 | $176,402+14.9% | $134,162+51.1% | $158,982+27.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.85% | 63.66%-45.8pp | 36.35%-18.5pp | 302.99%-285.1pp |
| Employer contribution / active EE | $12,675 | $5,042+151.4% | $3,705+242.1% | $4,763+166.1% |
| Participant deferral / active EE | $14,625 | $4,093+257.3% | $3,500+317.9% | $5,983+144.4% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |