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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,511 | $112,935+98.8% | $90,970+146.8% | $158,966+41.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.59% | 215.79%-197.2pp | 134.58%-116.0pp | 302.95%-284.4pp |
| Employer contribution / active EE | $2,416 | $2,895-16.5% | $2,122+13.8% | $4,762-49.3% |
| Participant deferral / active EE | $13,173 | $4,129+219.1% | $3,373+290.5% | $5,983+120.2% |
| Admin fee / account holder | $46 | $8,045-99.4% | $5,960-99.2% | $11,250-99.6% |