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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,983 | $152,612+11.4% | $125,192+35.8% | $152,897+11.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.31% | 54.85%-42.5pp | 43.79%-31.5pp | 345.43%-333.1pp |
| Employer contribution / active EE | $8,696 | $4,947+75.8% | $3,866+124.9% | $4,764+82.5% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $175 | $13,437-98.7% | $9,704-98.2% | $11,599-98.5% |