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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,253 | $106,923+39.6% | $84,023+77.6% | $152,909-2.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 11.58% | 105.02%-93.4pp | 71.32%-59.7pp | 345.46%-333.9pp |
| Employer contribution / active EE | $3,491 | $2,735+27.6% | $1,984+76.0% | $4,764-26.7% |
| Participant deferral / active EE | $12,600 | $4,013+214.0% | $3,239+289.0% | $5,851+115.3% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |