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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,363 | $118,877+100.5% | $96,570+146.8% | $167,536+42.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.21% | 50.50%-25.3pp | 37.79%-12.6pp | 478.82%-453.6pp |
| Employer contribution / active EE | $4,000 | $3,121+28.2% | $2,357+69.7% | $4,839-17.3% |
| Participant deferral / active EE | $6,110 | $4,617+32.3% | $3,849+58.7% | $6,342-3.7% |
| Admin fee / account holder | $59 | $8,069-99.3% | $6,182-99.1% | $12,315-99.5% |