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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,969 | $103,038+54.3% | $90,324+76.0% | $152,909+4.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 28.16% | 95.25%-67.1pp | 78.15%-50.0pp | 345.46%-317.3pp |
| Employer contribution / active EE | $5,967 | $3,141+90.0% | $2,856+108.9% | $4,764+25.2% |
| Participant deferral / active EE | $6,551 | $4,282+53.0% | $3,885+68.6% | $5,851+12.0% |
| Admin fee / account holder | $13 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |