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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,810 | $111,787+73.4% | $93,681+106.9% | $145,978+32.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.62% | 203.52%-189.9pp | 133.47%-119.9pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2,365 | $3,093-23.6% | $2,422-2.4% | $4,662-49.3% |
| Participant deferral / active EE | $18,997 | $4,918+286.3% | $4,415+330.3% | $6,690+184.0% |
| Admin fee / account holder | $159 | $10,256-98.4% | $8,290-98.1% | $13,400-98.8% |