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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,525 | $112,933+56.3% | $90,970+94.0% | $158,982+11.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.26% | 215.82%-201.6pp | 134.60%-120.3pp | 302.99%-288.7pp |
| Employer contribution / active EE | $2,600 | $2,893-10.2% | $2,122+22.5% | $4,763-45.4% |
| Participant deferral / active EE | $8,251 | $4,128+99.9% | $3,373+144.6% | $5,983+37.9% |
| Admin fee / account holder | $68 | $8,047-99.2% | $5,961-98.9% | $11,252-99.4% |