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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,298 | $115,810+81.6% | $101,271+107.7% | $158,966+32.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.94% | 56.15%-39.2pp | 46.48%-29.5pp | 302.95%-286.0pp |
| Employer contribution / active EE | $13,135 | $4,175+214.6% | $3,660+258.9% | $4,762+175.8% |
| Participant deferral / active EE | $5,265 | $4,958+6.2% | $4,371+20.5% | $5,983-12.0% |
| Admin fee / account holder | $298 | $7,248-95.9% | $5,948-95.0% | $11,250-97.3% |