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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,746 | $107,944+44.3% | $91,994+69.3% | $152,885+1.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.68% | 89.26%-66.6pp | 69.03%-46.3pp | 345.39%-322.7pp |
| Employer contribution / active EE | $5,302 | $4,210+25.9% | $3,452+53.6% | $4,763+11.3% |
| Participant deferral / active EE | $9,360 | $6,365+47.1% | $5,923+58.0% | $5,851+60.0% |
| Admin fee / account holder | $23 | $10,521-99.8% | $7,743-99.7% | $11,598-99.8% |