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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,043 | $88,754+160.3% | $81,820+182.4% | $145,877+58.4% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 14.34% | 1031.77%-1017.4pp | 777.93%-763.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,371 | $4,648+273.8% | $4,323+301.9% | $6,691+159.6% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |