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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,558 | $106,008+40.1% | $92,240+61.1% | $147,586+0.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.83% | 50.05%-32.2pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $3,329 | $4,333-23.2% | $3,680-9.5% | $4,876-31.7% |
| Participant deferral / active EE | $9,432 | $4,478+110.6% | $3,897+142.0% | $5,439+73.4% |
| Admin fee / account holder | $298 | $6,333-95.3% | $5,194-94.3% | $10,886-97.3% |