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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,673 | $154,159+44.4% | $130,026+71.3% | $139,456+59.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.94% | 32.50%-5.6pp | -137.26%+164.2pp | 373.45%-346.5pp |
| Employer contribution / active EE | $2,682 | $5,292-49.3% | $4,321-37.9% | $4,753-43.6% |
| Participant deferral / active EE | $24,963 | $6,710+272.0% | $5,821+328.9% | $6,711+271.9% |
| Admin fee / account holder | $4 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |