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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,043 | $88,815+160.1% | $81,882+182.2% | $145,897+58.4% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 14.34% | 1033.75%-1019.4pp | 779.47%-765.1pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,371 | $4,647+273.8% | $4,323+301.8% | $6,689+159.7% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |