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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,266 | $100,073+75.1% | $85,126+105.9% | $145,877+20.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.87% | 84.11%-70.2pp | 66.63%-52.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,372 | $3,236+4.2% | $2,731+23.5% | $4,663-27.7% |
| Participant deferral / active EE | $6,625 | $5,294+25.1% | $4,523+46.5% | $6,691-1.0% |
| Admin fee / account holder | $186 | $7,261-97.4% | $6,160-97.0% | $13,402-98.6% |