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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,663 | $107,941+70.2% | $91,994+99.6% | $152,909+20.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 26.74% | 89.28%-62.5pp | 69.04%-42.3pp | 345.46%-318.7pp |
| Employer contribution / active EE | $6,814 | $4,212+61.8% | $3,453+97.4% | $4,764+43.0% |
| Participant deferral / active EE | $7,676 | $6,366+20.6% | $5,924+29.6% | $5,851+31.2% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |