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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,938 | $125,237+45.3% | $105,608+72.3% | $145,877+24.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.21% | 225.76%-205.6pp | 116.50%-96.3pp | 551.28%-531.1pp |
| Employer contribution / active EE | $2,768 | $3,720-25.6% | $3,167-12.6% | $4,663-40.6% |
| Participant deferral / active EE | $16,000 | $5,711+180.2% | $5,010+219.4% | $6,691+139.1% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |