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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,013 | $91,525+66.1% | $130,026+16.9% | $75,181+102.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.03% | -631.40%+644.4pp | -137.26%+150.3pp | 160.69%-147.7pp |
| Employer contribution / active EE | $8,086 | $2,844+184.3% | $4,321+87.1% | $2,671+202.8% |
| Participant deferral / active EE | $6,439 | $4,342+48.3% | $5,821+10.6% | $4,126+56.1% |
| Admin fee / account holder | $51 | $6,778-99.2% | $10,608-99.5% | $5,650-99.1% |