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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,610 | $115,814+23.1% | $101,275+40.8% | $158,982-10.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.66% | 56.16%-36.5pp | 46.48%-26.8pp | 302.99%-283.3pp |
| Employer contribution / active EE | $11,502 | $4,176+175.4% | $3,660+214.3% | $4,763+141.5% |
| Participant deferral / active EE | $9,002 | $4,958+81.6% | $4,371+106.0% | $5,983+50.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |