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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,146 | $72,071+240.1% | $68,368+258.6% | $137,256+78.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.95% | 353.14%-329.2pp | 292.57%-268.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $8,224 | $2,788+195.0% | $2,649+210.5% | $4,156+97.9% |
| Participant deferral / active EE | $16,629 | $4,410+277.1% | $4,123+303.3% | $6,407+159.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |