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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,751 | $95,383+88.5% | $185,837-3.3% | $85,856+109.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.74% | 23.59%-7.9pp | 122.08%-106.3pp | 318.58%-302.8pp |
| Employer contribution / active EE | $6,302 | $3,313+90.2% | $5,168+21.9% | $2,565+145.7% |
| Participant deferral / active EE | $6,369 | $3,423+86.0% | $5,568+14.4% | $3,952+61.2% |
| Admin fee / account holder | $50 | $7,213-99.3% | $16,241-99.7% | $6,261-99.2% |