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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,538 | $106,005+121.3% | $92,239+154.3% | $147,585+58.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.30% | 50.05%-37.7pp | 176.29%-164.0pp | 578.58%-566.3pp |
| Employer contribution / active EE | $3,330 | $4,333-23.2% | $3,680-9.5% | $4,876-31.7% |
| Participant deferral / active EE | $10,349 | $4,478+131.1% | $3,897+165.6% | $5,439+90.3% |
| Admin fee / account holder | $13 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |