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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,891 | $72,071+177.4% | $68,368+192.4% | $137,256+45.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.21% | 353.14%-328.9pp | 292.57%-268.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $6,258 | $2,788+124.5% | $2,649+136.3% | $4,156+50.6% |
| Participant deferral / active EE | $15,737 | $4,410+256.8% | $4,123+281.7% | $6,407+145.6% |
| Admin fee / account holder | $30 | $5,336-99.4% | $5,150-99.4% | $12,270-99.8% |