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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,148 | $100,203+77.8% | $85,240+109.0% | $145,897+22.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.82% | 84.28%-70.5pp | 66.75%-52.9pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,729 | $3,242-15.8% | $2,735-0.2% | $4,663-41.5% |
| Participant deferral / active EE | $10,167 | $5,299+91.9% | $4,527+124.6% | $6,689+52.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |