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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,193 | $154,159+44.8% | $130,026+71.7% | $139,456+60.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.90% | 32.50%-4.6pp | -137.26%+165.2pp | 373.45%-345.5pp |
| Employer contribution / active EE | $20,702 | $5,292+291.2% | $4,321+379.1% | $4,753+335.6% |
| Participant deferral / active EE | $10,000 | $6,710+49.0% | $5,821+71.8% | $6,711+49.0% |
| Admin fee / account holder | $7 | $14,001-100.0% | $10,608-99.9% | $11,407-99.9% |