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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,014 | $125,193+59.0% | $105,591+88.5% | $145,978+36.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.15% | 225.53%-204.4pp | 116.43%-95.3pp | 550.52%-529.4pp |
| Employer contribution / active EE | $2,081 | $3,718-44.0% | $3,166-34.3% | $4,662-55.4% |
| Participant deferral / active EE | $14,375 | $5,708+151.8% | $5,008+187.0% | $6,690+114.9% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |