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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,591 | $107,368+110.1% | $92,915+142.8% | $152,909+47.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.52% | 145.64%-125.1pp | 109.45%-88.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $12,126 | $4,222+187.2% | $3,653+231.9% | $4,764+154.5% |
| Participant deferral / active EE | $4,965 | $4,848+2.4% | $4,238+17.2% | $5,851-15.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |