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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,148 | $100,911+105.3% | $90,440+129.0% | $158,966+30.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.67% | 1726.62%-1709.9pp | 1294.38%-1277.7pp | 302.95%-286.3pp |
| Employer contribution / active EE | $1,403 | $3,690-62.0% | $3,263-57.0% | $4,762-70.5% |
| Participant deferral / active EE | $1,529 | $4,348-64.8% | $3,964-61.4% | $5,983-74.4% |
| Admin fee / account holder | $15 | $6,507-99.8% | $5,615-99.7% | $11,250-99.9% |