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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,995 | $124,346+101.0% | $111,308+124.6% | $167,536+49.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.13% | 37.45%-25.3pp | 54.67%-42.5pp | 478.82%-466.7pp |
| Employer contribution / active EE | $4,824 | $3,437+40.3% | $2,732+76.6% | $4,839-0.3% |
| Participant deferral / active EE | $11,750 | $5,182+126.8% | $4,487+161.8% | $6,342+85.3% |
| Admin fee / account holder | $253 | $10,621-97.6% | $7,965-96.8% | $12,315-97.9% |