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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,135 | $106,264+40.3% | $147,117+1.4% | $77,762+91.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 16.60% | 56.94%-40.3pp | 420.54%-403.9pp | 31.27%-14.7pp |
| Employer contribution / active EE | $12,622 | $4,074+209.8% | $4,932+155.9% | $2,728+362.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $334-99.8% | $12,993-100.0% | $433-99.9% |