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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,056 | $107,368+96.6% | $92,915+127.1% | $152,909+38.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.17% | 145.64%-130.5pp | 109.45%-94.3pp | 345.46%-330.3pp |
| Employer contribution / active EE | $7,869 | $4,222+86.3% | $3,653+115.4% | $4,764+65.2% |
| Participant deferral / active EE | $6,788 | $4,848+40.0% | $4,238+60.2% | $5,851+16.0% |
| Admin fee / account holder | $2 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |