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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,321 | $84,149+153.5% | $76,080+180.4% | $167,518+27.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 20.91% | 54.99%-34.1pp | 42.50%-21.6pp | 478.71%-457.8pp |
| Employer contribution / active EE | $15,120 | $4,618+227.4% | $3,962+281.6% | $4,838+212.5% |
| Participant deferral / active EE | $3,600 | $5,796-37.9% | $4,905-26.6% | $6,342-43.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $4,883-100.0% | $12,312-100.0% |