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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,396 | $72,071+49.0% | $68,368+57.1% | $137,256-21.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.12% | 353.14%-332.0pp | 292.57%-271.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $6,250 | $2,788+124.2% | $2,649+135.9% | $4,156+50.4% |
| Participant deferral / active EE | $6,682 | $4,410+51.5% | $4,123+62.1% | $6,407+4.3% |
| Admin fee / account holder | $41 | $5,336-99.2% | $5,150-99.2% | $12,270-99.7% |