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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,374 | $84,708+109.4% | $75,714+134.3% | $167,536+5.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.53% | 199.62%-189.1pp | 104.62%-94.1pp | 478.82%-468.3pp |
| Employer contribution / active EE | $7,135 | $3,231+120.8% | $2,744+160.1% | $4,839+47.4% |
| Participant deferral / active EE | $2,303 | $4,577-49.7% | $3,820-39.7% | $6,342-63.7% |
| Admin fee / account holder | $15 | $5,358-99.7% | $3,619-99.6% | $12,315-99.9% |