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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,657 | $132,634+34.7% | $115,768+54.3% | $137,256+30.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 46.19% | 160.70%-114.5pp | 100.46%-54.3pp | 220.34%-174.1pp |
| Employer contribution / active EE | $1,310 | $3,360-61.0% | $2,940-55.4% | $4,156-68.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $131 | $15,028-99.1% | $12,439-98.9% | $12,270-98.9% |