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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,328 | $108,942+47.2% | $100,415+59.7% | $145,897+9.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.93% | 58.27%-46.3pp | 49.47%-37.5pp | 552.29%-540.4pp |
| Employer contribution / active EE | $9,310 | $4,422+110.5% | $3,943+136.1% | $4,663+99.7% |
| Participant deferral / active EE | $15,565 | $8,461+84.0% | $8,091+92.4% | $6,689+132.7% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |