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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,483 | $99,652+39.0% | $78,778+75.8% | $147,586-6.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.82% | 47.28%-34.5pp | 35.62%-22.8pp | 578.59%-565.8pp |
| Employer contribution / active EE | $12,504 | $2,796+347.3% | $1,986+529.7% | $4,876+156.4% |
| Participant deferral / active EE | $11,775 | $3,664+221.4% | $2,958+298.0% | $5,439+116.5% |
| Admin fee / account holder | $237 | $7,155-96.7% | $5,134-95.4% | $10,886-97.8% |