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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,778 | $103,392+66.1% | $87,104+97.2% | $152,897+12.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.26% | 28.10%-7.8pp | 28.19%-7.9pp | 345.43%-325.2pp |
| Employer contribution / active EE | $2,518 | $3,221-21.8% | $2,521-0.1% | $4,764-47.1% |
| Participant deferral / active EE | $8,991 | $4,778+88.2% | $4,048+122.1% | $5,851+53.7% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |