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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,610 | $100,139+82.4% | $85,187+114.4% | $145,884+25.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.92% | 84.15%-60.2pp | 66.67%-42.7pp | 551.85%-527.9pp |
| Employer contribution / active EE | $6,188 | $3,238+91.1% | $2,732+126.5% | $4,662+32.7% |
| Participant deferral / active EE | $8,008 | $5,296+51.2% | $4,525+77.0% | $6,690+19.7% |
| Admin fee / account holder | $20 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |