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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,719 | $149,040+30.0% | $120,225+61.1% | $137,256+41.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.17% | 605.68%-589.5pp | 439.23%-423.1pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,112 | $4,350-51.5% | $3,475-39.2% | $4,156-49.2% |
| Participant deferral / active EE | $25,300 | $4,655+443.5% | $3,999+532.7% | $6,407+294.9% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |