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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,763 | $99,995+86.8% | $85,063+119.6% | $145,978+27.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.48% | 83.99%-67.5pp | 66.54%-50.1pp | 550.52%-534.0pp |
| Employer contribution / active EE | $1,772 | $3,231-45.2% | $2,727-35.0% | $4,662-62.0% |
| Participant deferral / active EE | $8,842 | $5,295+67.0% | $4,523+95.5% | $6,690+32.2% |
| Admin fee / account holder | $20 | $7,255-99.7% | $6,155-99.7% | $13,400-99.9% |