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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,040 | $85,060+20.0% | $70,548+44.6% | $139,456-26.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 25.63% | 30.38%-4.8pp | 32.78%-7.2pp | 373.45%-347.8pp |
| Employer contribution / active EE | $5,836 | $3,911+49.2% | $2,975+96.2% | $4,753+22.8% |
| Participant deferral / active EE | $4,500 | $5,890-23.6% | $4,567-1.5% | $6,711-32.9% |
| Admin fee / account holder | $18 | $8,925-99.8% | $6,424-99.7% | $11,407-99.8% |