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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,412 | $154,209+55.3% | $130,062+84.1% | $139,487+71.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.36% | 32.52%-11.2pp | -137.37%+158.7pp | 373.84%-352.5pp |
| Employer contribution / active EE | $24,191 | $5,292+357.1% | $4,322+459.7% | $4,755+408.8% |
| Participant deferral / active EE | $18,157 | $6,709+170.6% | $5,821+211.9% | $6,713+170.5% |
| Admin fee / account holder | $10 | $13,988-99.9% | $10,601-99.9% | $11,407-99.9% |