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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,311 | $115,814+106.6% | $101,275+136.3% | $158,982+50.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.90% | 56.16%-47.3pp | 46.48%-37.6pp | 302.99%-294.1pp |
| Employer contribution / active EE | $10,605 | $4,176+154.0% | $3,660+189.8% | $4,763+122.7% |
| Participant deferral / active EE | $14,686 | $4,958+196.2% | $4,371+236.0% | $5,983+145.4% |
| Admin fee / account holder | $19 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |