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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,630 | $95,406+86.2% | $185,849-4.4% | $85,847+106.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.82% | 23.59%-10.8pp | 122.10%-109.3pp | 318.61%-305.8pp |
| Employer contribution / active EE | $4,692 | $3,314+41.6% | $5,169-9.2% | $2,565+82.9% |
| Participant deferral / active EE | $10,949 | $3,424+219.8% | $5,569+96.6% | $3,952+177.0% |
| Admin fee / account holder | $9 | $7,214-99.9% | $16,244-99.9% | $6,261-99.9% |