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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,791 | $150,346+58.2% | $120,524+97.3% | $145,877+63.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.14% | 154.40%-137.3pp | 107.36%-90.2pp | 551.28%-534.1pp |
| Employer contribution / active EE | $11,616 | $4,353+166.8% | $3,469+234.8% | $4,663+149.1% |
| Participant deferral / active EE | $15,281 | $6,172+147.6% | $4,994+206.0% | $6,691+128.4% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |