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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,891 | $70,366+184.1% | $66,674+199.8% | $138,895+43.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 24.21% | 386.41%-362.2pp | 321.24%-297.0pp | 145.39%-121.2pp |
| Employer contribution / active EE | $6,258 | $2,765+126.3% | $2,620+138.9% | $4,194+49.2% |
| Participant deferral / active EE | $15,737 | $4,374+259.8% | $4,084+285.3% | $6,396+146.0% |
| Admin fee / account holder | $30 | $5,262-99.4% | $5,098-99.4% | $12,562-99.8% |