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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,794 | $111,814+91.2% | $93,654+128.3% | $145,959+46.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 22.26% | 203.30%-181.0pp | 133.34%-111.1pp | 561.95%-539.7pp |
| Employer contribution / active EE | $2,541 | $3,092-17.8% | $2,421+5.0% | $4,661-45.5% |
| Participant deferral / active EE | $5,581 | $4,914+13.6% | $4,413+26.5% | $6,689-16.6% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |