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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,664 | $72,071+167.3% | $68,368+181.8% | $137,256+40.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.39% | 353.14%-338.7pp | 292.57%-278.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $17,657 | $2,788+533.3% | $2,649+566.6% | $4,156+324.8% |
| Participant deferral / active EE | $13,667 | $4,410+209.9% | $4,123+231.5% | $6,407+113.3% |
| Admin fee / account holder | $113 | $5,336-97.9% | $5,150-97.8% | $12,270-99.1% |