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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,380 | $85,766+66.0% | $136,298+4.5% | $70,126+103.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.64% | 31.46%-16.8pp | 5156.27%-5141.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $10,505 | $2,966+254.2% | $4,696+123.7% | $2,343+348.5% |
| Participant deferral / active EE | $11,221 | $5,051+122.1% | $6,247+79.6% | $3,332+236.8% |
| Admin fee / account holder | $60 | $5,421-98.9% | $9,244-99.3% | $4,645-98.7% |