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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,200 | $102,385+53.5% | $147,080+6.9% | $80,935+94.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.11% | 135.09%-120.0pp | 420.17%-405.1pp | 35.66%-20.5pp |
| Employer contribution / active EE | $2,048 | $3,717-44.9% | $4,933-58.5% | $2,757-25.7% |
| Participant deferral / active EE | $6,624 | $6,651-0.4% | $8,066-17.9% | $4,299+54.1% |
| Admin fee / account holder | $21 | $7,951-99.7% | $12,989-99.8% | $6,924-99.7% |