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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,737 | $118,708+11.8% | $98,920+34.2% | $158,966-16.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 26.75% | 372.49%-345.7pp | 196.47%-169.7pp | 302.95%-276.2pp |
| Employer contribution / active EE | $4,450 | $3,334+33.5% | $2,689+65.5% | $4,762-6.6% |
| Participant deferral / active EE | $14,848 | $5,089+191.8% | $4,245+249.8% | $5,983+148.2% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |