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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,165 | $107,941+42.8% | $91,994+67.6% | $152,909+0.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 28.72% | 89.28%-60.6pp | 69.04%-40.3pp | 345.46%-316.7pp |
| Employer contribution / active EE | $30,930 | $4,212+634.4% | $3,453+795.8% | $4,764+549.3% |
| Participant deferral / active EE | $4,249 | $6,366-33.2% | $5,924-28.3% | $5,851-27.4% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |