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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,366 | $92,224+136.8% | $105,223+107.5% | $79,634+174.2% |
| Participation rate | 98.7% | 69.2%+29.6pp | 75.0%+23.7pp | 62.5%+36.2pp |
| Annual return | 12.91% | 88.65%-75.7pp | 180.65%-167.7pp | 36.46%-23.5pp |
| Employer contribution / active EE | $20,142 | $3,965+408.0% | $3,689+446.1% | $2,529+696.4% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $1 | $1,121-99.9% | $8,859-100.0% | $1,002-99.9% |