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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,855 | $103,393+141.7% | $87,103+186.9% | $152,909+63.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.38% | 28.10%-10.7pp | 28.19%-10.8pp | 345.46%-328.1pp |
| Employer contribution / active EE | $4,557 | $3,221+41.5% | $2,521+80.7% | $4,764-4.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |