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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,170 | $133,998+18.8% | $112,263+41.8% | $134,545+18.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $18,101 | $4,040+348.0% | $3,636+397.8% | $4,742+281.7% |
| Participant deferral / active EE | $16,106 | $5,292+204.3% | $4,729+240.5% | $6,401+151.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |