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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,623 | $150,207+46.2% | $120,380+82.4% | $145,978+50.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.94% | 154.28%-138.3pp | 107.28%-91.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $3,500 | $4,351-19.6% | $3,465+1.0% | $4,662-24.9% |
| Participant deferral / active EE | $2,600 | $6,175-57.9% | $4,992-47.9% | $6,690-61.1% |
| Admin fee / account holder | $84 | $12,203-99.3% | $9,421-99.1% | $13,400-99.4% |