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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,051 | $115,814+54.6% | $101,275+76.8% | $158,982+12.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.61% | 56.16%-29.5pp | 46.48%-19.9pp | 302.99%-276.4pp |
| Employer contribution / active EE | $12,500 | $4,176+199.3% | $3,660+241.5% | $4,763+162.4% |
| Participant deferral / active EE | $8,527 | $4,958+72.0% | $4,371+95.1% | $5,983+42.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |