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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,600 | $109,344+96.3% | $89,400+140.0% | $158,950+35.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.15% | 345.73%-320.6pp | 245.64%-220.5pp | 302.91%-277.8pp |
| Employer contribution / active EE | $21,767 | $3,170+586.6% | $2,586+741.8% | $4,762+357.1% |
| Participant deferral / active EE | $11,550 | $4,599+151.1% | $3,890+196.9% | $5,983+93.1% |
| Admin fee / account holder | $20 | $6,154-99.7% | $4,882-99.6% | $11,248-99.8% |