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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,771 | $112,933+99.9% | $90,970+148.2% | $158,982+42.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.56% | 215.82%-206.3pp | 134.60%-125.0pp | 302.99%-293.4pp |
| Employer contribution / active EE | $22,857 | $2,893+690.0% | $2,122+977.2% | $4,763+379.9% |
| Participant deferral / active EE | $11,558 | $4,128+180.0% | $3,373+242.7% | $5,983+93.2% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |