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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,539 | $201,344-45.1% | $184,243-40.0% | $145,877-24.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 120.90% | 29.01%+91.9pp | 28.82%+92.1pp | 551.28%-430.4pp |
| Employer contribution / active EE | $9,434 | $7,022+34.3% | $6,427+46.8% | $4,663+102.3% |
| Participant deferral / active EE | $15,993 | $9,807+63.1% | $9,132+75.1% | $6,691+139.0% |
| Admin fee / account holder | $205 | $16,382-98.7% | $13,914-98.5% | $13,402-98.5% |