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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,724 | $115,810+101.8% | $101,271+130.8% | $158,966+47.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.93% | 56.15%-42.2pp | 46.48%-32.6pp | 302.95%-289.0pp |
| Employer contribution / active EE | $7,733 | $4,175+85.2% | $3,660+111.3% | $4,762+62.4% |
| Participant deferral / active EE | $6,127 | $4,958+23.6% | $4,371+40.2% | $5,983+2.4% |
| Admin fee / account holder | $39 | $7,248-99.5% | $5,948-99.3% | $11,250-99.7% |