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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,602 | $63,342+199.3% | $92,235+105.6% | $70,131+170.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.90% | 530.15%-509.3pp | 176.28%-155.4pp | 73.14%-52.2pp |
| Employer contribution / active EE | $13,563 | $2,471+448.9% | $3,679+268.6% | $2,342+479.0% |
| Participant deferral / active EE | $2,153 | $2,854-24.6% | $3,897-44.7% | $3,332-35.4% |
| Admin fee / account holder | $12 | $3,840-99.7% | $5,194-99.8% | $4,645-99.7% |