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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,194 | $107,363+84.6% | $92,909+113.3% | $152,897+29.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 27.31% | 145.63%-118.3pp | 109.44%-82.1pp | 345.43%-318.1pp |
| Employer contribution / active EE | $2,930 | $4,222-30.6% | $3,653-19.8% | $4,764-38.5% |
| Participant deferral / active EE | $12,500 | $4,848+157.8% | $4,238+195.0% | $5,851+113.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |