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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,223 | $100,041+127.1% | $149,718+51.8% | $70,131+224.0% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.1%-9.3pp | 69.5%+8.2pp |
| Annual return | 20.16% | 27.43%-7.3pp | 1501.70%-1481.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,323 | $4,983+147.3% | $6,568+87.6% | $3,332+269.9% |
| Admin fee / account holder | $124 | $8,286-98.5% | $11,283-98.9% | $4,645-97.3% |