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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,647 | $108,701+123.2% | $74,723+224.7% | $152,909+58.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 22.29% | 114.12%-91.8pp | 753.18%-730.9pp | 345.46%-323.2pp |
| Employer contribution / active EE | $14,600 | $1,504+870.6% | $1,084+1246.6% | $4,764+206.5% |
| Participant deferral / active EE | $11,703 | $2,709+332.1% | $1,962+496.6% | $5,851+100.0% |
| Admin fee / account holder | $122 | $4,906-97.5% | $3,335-96.3% | $11,601-98.9% |