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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,665 | $112,933+96.3% | $90,970+143.7% | $158,982+39.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.17% | 215.82%-203.7pp | 134.60%-122.4pp | 302.99%-290.8pp |
| Employer contribution / active EE | $10,192 | $2,893+252.2% | $2,122+380.3% | $4,763+114.0% |
| Participant deferral / active EE | $2,486 | $4,128-39.8% | $3,373-26.3% | $5,983-58.5% |
| Admin fee / account holder | $54 | $8,047-99.3% | $5,961-99.1% | $11,252-99.5% |