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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,639 | $67,823+114.7% | $52,425+177.8% | $137,256+6.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 21.81% | 219.11%-197.3pp | 302.12%-280.3pp | 220.34%-198.5pp |
| Employer contribution / active EE | $4,832 | $1,163+315.5% | $914+428.6% | $4,156+16.3% |
| Participant deferral / active EE | $19,807 | $2,288+765.7% | $1,790+1006.3% | $6,407+209.2% |
| Admin fee / account holder | $20 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |