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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,205 | $89,225+123.3% | $133,698+49.0% | $74,478+167.5% |
| Participation rate | 95.8% | 69.4%+26.4pp | 76.4%+19.4pp | 67.2%+28.6pp |
| Annual return | 13.68% | 22.76%-9.1pp | 580.90%-567.2pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $18,420 | $2,816+554.2% | $4,218+336.7% | $2,626+601.4% |
| Participant deferral / active EE | $13,362 | $4,597+190.6% | $7,016+90.4% | $4,350+207.1% |
| Admin fee / account holder | $182 | $1,545-88.2% | $6,703-97.3% | $1,946-90.7% |