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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,082 | $107,941+83.5% | $91,994+115.3% | $152,909+29.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 17.89% | 89.28%-71.4pp | 69.04%-51.1pp | 345.46%-327.6pp |
| Employer contribution / active EE | $27,144 | $4,212+544.5% | $3,453+686.2% | $4,764+469.8% |
| Participant deferral / active EE | $17,846 | $6,366+180.4% | $5,924+201.3% | $5,851+205.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |