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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,751 | $99,652+126.5% | $78,778+186.6% | $147,585+53.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.62% | 47.28%-31.7pp | 35.62%-20.0pp | 578.58%-563.0pp |
| Employer contribution / active EE | $4,788 | $2,796+71.3% | $1,986+141.1% | $4,876-1.8% |
| Participant deferral / active EE | $8,919 | $3,664+143.5% | $2,958+201.5% | $5,439+64.0% |
| Admin fee / account holder | $70 | $7,155-99.0% | $5,134-98.6% | $10,886-99.4% |