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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,778 | $107,353+60.0% | $92,903+84.9% | $152,885+12.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.20% | 145.62%-125.4pp | 109.43%-89.2pp | 345.39%-325.2pp |
| Employer contribution / active EE | $4,089 | $4,222-3.1% | $3,653+11.9% | $4,763-14.1% |
| Participant deferral / active EE | $10,161 | $4,848+109.6% | $4,238+139.8% | $5,851+73.7% |
| Admin fee / account holder | $18 | $7,081-99.7% | $5,795-99.7% | $11,598-99.8% |