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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,574 | $79,181+92.7% | $102,423+49.0% | $74,429+105.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.77% | 54.97%-41.2pp | 29.42%-15.6pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $11,948 | $2,362+405.9% | $3,023+295.2% | $2,625+355.2% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $12 | $2,002-99.4% | $9,455-99.9% | $1,944-99.4% |