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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,542 | $115,814+95.6% | $101,275+123.7% | $158,982+42.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.17% | 56.16%-42.0pp | 46.48%-32.3pp | 302.99%-288.8pp |
| Employer contribution / active EE | $4,416 | $4,176+5.7% | $3,660+20.6% | $4,763-7.3% |
| Participant deferral / active EE | $18,100 | $4,958+265.1% | $4,371+314.1% | $5,983+202.5% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |