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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,675 | $93,346+61.4% | $71,796+109.9% | $273,972-45.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.19% | 130.39%-123.2pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $9,280 | $2,733+239.5% | $1,924+382.2% | $4,869+90.6% |
| Participant deferral / active EE | $5,748 | $3,475+65.4% | $2,794+105.7% | $5,287+8.7% |
| Admin fee / account holder | $4 | $6,571-99.9% | $4,815-99.9% | $10,133-100.0% |