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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,265 | $185,342+3.7% | $111,319+72.7% | $86,828+121.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 76.59% | 500.80%-424.2pp | 54.68%+21.9pp | 97.95%-21.4pp |
| Employer contribution / active EE | $9,413 | $2,246+319.1% | $2,732+244.6% | $2,406+291.2% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $255-99.6% | $7,966-100.0% | $170-99.4% |