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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,806 | $102,638+75.2% | $81,982+119.3% | $158,982+13.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 11.63% | 61.05%-49.4pp | 41.31%-29.7pp | 302.99%-291.4pp |
| Employer contribution / active EE | $21,371 | $3,241+559.4% | $2,498+755.4% | $4,763+348.7% |
| Participant deferral / active EE | $12,360 | $4,649+165.9% | $3,722+232.0% | $5,983+106.6% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |