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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,462 | $104,479+86.1% | $159,474+21.9% | $79,391+144.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 27.99% | 67.98%-40.0pp | 263.68%-235.7pp | 116.88%-88.9pp |
| Employer contribution / active EE | $10,744 | $3,417+214.4% | $4,831+122.4% | $2,428+342.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,802-100.0% | $627-100.0% |