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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,509 | $106,905+61.4% | $84,020+105.3% | $152,885+12.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 17.41% | 105.00%-87.6pp | 71.31%-53.9pp | 345.39%-328.0pp |
| Employer contribution / active EE | $5,062 | $2,735+85.1% | $1,984+155.2% | $4,763+6.3% |
| Participant deferral / active EE | $10,264 | $4,012+155.8% | $3,239+216.9% | $5,851+75.4% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |