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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,942 | $103,008+54.3% | $90,304+76.0% | $152,897+4.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.90% | 95.22%-74.3pp | 78.13%-57.2pp | 345.43%-324.5pp |
| Employer contribution / active EE | $18,846 | $3,139+500.3% | $2,855+560.1% | $4,764+295.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $170 | $6,175-97.2% | $5,354-96.8% | $11,599-98.5% |