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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,428 | $73,988+180.4% | $96,538+114.9% | $75,177+175.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 155.46% | 26.73%+128.7pp | 35.74%+119.7pp | 160.75%-5.3pp |
| Employer contribution / active EE | $770 | $2,930-73.7% | $3,740-79.4% | $2,671-71.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $184 | $5,220-96.5% | $6,737-97.3% | $5,651-96.7% |