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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,775 | $65,566+105.6% | $86,235+56.3% | $75,177+79.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.75% | 46.07%-30.3pp | 1170.03%-1154.3pp | 160.75%-145.0pp |
| Employer contribution / active EE | $7,202 | $1,553+363.7% | $2,381+202.5% | $2,671+169.6% |
| Participant deferral / active EE | $6,917 | $3,023+128.8% | $3,987+73.5% | $4,126+67.6% |
| Admin fee / account holder | $161 | $5,470-97.0% | $6,856-97.6% | $5,651-97.1% |