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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,314 | $154,209+48.1% | $130,062+75.5% | $139,487+63.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.04% | 32.52%-8.5pp | -137.37%+161.4pp | 373.84%-349.8pp |
| Employer contribution / active EE | $37,965 | $5,292+617.3% | $4,322+778.4% | $4,755+698.5% |
| Participant deferral / active EE | $31,163 | $6,709+364.5% | $5,821+435.4% | $6,713+364.2% |
| Admin fee / account holder | $62 | $13,988-99.6% | $10,601-99.4% | $11,407-99.5% |