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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,397 | $154,193+61.1% | $130,045+91.0% | $139,466+78.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 30.35% | 32.51%-2.2pp | -137.30%+167.7pp | 373.66%-343.3pp |
| Employer contribution / active EE | $1,652 | $5,292-68.8% | $4,321-61.8% | $4,754-65.3% |
| Participant deferral / active EE | $5,933 | $6,709-11.6% | $5,820+1.9% | $6,712-11.6% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |