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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,988 | $115,814+96.9% | $101,275+125.1% | $158,982+43.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.99% | 56.16%-33.2pp | 46.48%-23.5pp | 302.99%-280.0pp |
| Employer contribution / active EE | $15,004 | $4,176+259.3% | $3,660+309.9% | $4,763+215.0% |
| Participant deferral / active EE | $8,101 | $4,958+63.4% | $4,371+85.3% | $5,983+35.4% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |