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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,271 | $125,237+18.4% | $105,608+40.4% | $145,877+1.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.78% | 225.76%-214.0pp | 116.50%-104.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $22,604 | $3,720+507.6% | $3,167+613.7% | $4,663+384.8% |
| Participant deferral / active EE | $19,233 | $5,711+236.8% | $5,010+283.9% | $6,691+187.5% |
| Admin fee / account holder | $107 | $17,287-99.4% | $11,028-99.0% | $13,402-99.2% |