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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,625 | $103,038+100.5% | $90,324+128.8% | $152,909+35.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.93% | 95.25%-70.3pp | 78.15%-53.2pp | 345.46%-320.5pp |
| Employer contribution / active EE | $5,270 | $3,141+67.8% | $2,856+84.5% | $4,764+10.6% |
| Participant deferral / active EE | $14,866 | $4,282+247.2% | $3,885+282.6% | $5,851+154.1% |
| Admin fee / account holder | $5 | $6,177-99.9% | $5,356-99.9% | $11,601-100.0% |