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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,381 | $134,817+65.7% | $123,973+80.2% | $155,188+43.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.43% | 515.49%-496.1pp | 388.13%-368.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,182 | $4,425-50.7% | $4,126-47.1% | $4,248-48.6% |
| Participant deferral / active EE | $20,596 | $5,706+260.9% | $5,247+292.5% | $6,531+215.4% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |