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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,486 | $197,637-49.7% | $177,848-44.1% | $158,982-37.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 45.43% | 58.77%-13.3pp | 48.33%-2.9pp | 302.99%-257.6pp |
| Employer contribution / active EE | $10,167 | $6,698+51.8% | $5,919+71.8% | $4,763+113.5% |
| Participant deferral / active EE | $21,333 | $8,405+153.8% | $7,714+176.6% | $5,983+256.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |