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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,773 | $72,071+27.3% | $68,368+34.2% | $137,256-33.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.75% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,319 | $2,788+19.0% | $2,649+25.3% | $4,156-20.1% |
| Participant deferral / active EE | $22,408 | $4,410+408.1% | $4,123+443.5% | $6,407+249.8% |
| Admin fee / account holder | $300 | $5,336-94.4% | $5,150-94.2% | $12,270-97.6% |