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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,315 | $55,423+348.0% | $155,602+59.6% | $74,400+233.8% |
| Participation rate | 92.6% | 61.9%+30.7pp | 78.2%+14.4pp | 67.2%+25.4pp |
| Annual return | 22.78% | 269.07%-246.3pp | 64.81%-42.0pp | 1367.51%-1344.7pp |
| Employer contribution / active EE | $7,692 | $2,266+239.5% | $4,675+64.5% | $2,624+193.1% |
| Participant deferral / active EE | $4,705 | $2,835+66.0% | $5,629-16.4% | $4,348+8.2% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,923-100.0% | $1,944-100.0% |