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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,536 | $150,346+50.7% | $120,524+88.0% | $145,877+55.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.62% | 154.40%-144.8pp | 107.36%-97.7pp | 551.28%-541.7pp |
| Employer contribution / active EE | $14,967 | $4,353+243.8% | $3,469+331.5% | $4,663+221.0% |
| Participant deferral / active EE | $11,102 | $6,172+79.9% | $4,994+122.3% | $6,691+65.9% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |