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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,891 | $102,663+88.9% | $86,216+124.9% | $139,466+39.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.28% | 1924.52%-1907.2pp | 1169.42%-1152.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,085 | $3,035-64.2% | $2,382-54.4% | $4,754-77.2% |
| Participant deferral / active EE | $1,123 | $4,677-76.0% | $3,986-71.8% | $6,712-83.3% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |