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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,654 | $70,121+169.0% | $63,803+195.7% | $138,895+35.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.23% | 946.48%-934.2pp | 543.72%-531.5pp | 145.39%-133.2pp |
| Employer contribution / active EE | $14,066 | $2,882+388.0% | $2,532+455.4% | $4,194+235.4% |
| Participant deferral / active EE | $10,087 | $4,535+122.4% | $3,843+162.5% | $6,396+57.7% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |