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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,014 | $125,190+59.0% | $105,624+88.4% | $145,897+36.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.15% | 225.22%-204.1pp | 116.20%-95.1pp | 552.29%-531.1pp |
| Employer contribution / active EE | $2,081 | $3,720-44.1% | $3,168-34.3% | $4,663-55.4% |
| Participant deferral / active EE | $14,375 | $5,716+151.5% | $5,013+186.8% | $6,689+114.9% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |