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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,755 | $85,171+99.3% | $172,753-1.7% | $72,976+132.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.05% | 27.32%-3.3pp | 803.00%-779.0pp | 81.02%-57.0pp |
| Employer contribution / active EE | $6,554 | $3,324+97.2% | $5,144+27.4% | $2,440+168.6% |
| Participant deferral / active EE | $5,599 | $3,260+71.7% | $5,198+7.7% | $3,608+55.2% |
| Admin fee / account holder | $105 | $5,880-98.2% | $13,956-99.2% | $5,124-97.9% |