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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,044 | $115,814+62.4% | $101,275+85.7% | $158,982+18.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.38% | 56.16%-25.8pp | 46.48%-16.1pp | 302.99%-272.6pp |
| Employer contribution / active EE | $2,500 | $4,176-40.1% | $3,660-31.7% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |