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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,117 | $112,131+95.4% | $95,964+128.3% | $158,982+37.8% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 11.04% | 171.19%-160.1pp | 91.64%-80.6pp | 302.99%-292.0pp |
| Employer contribution / active EE | $17,857 | $3,199+458.2% | $2,541+602.7% | $4,763+274.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $43 | $10,136-99.6% | $6,797-99.4% | $11,252-99.6% |