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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,646 | $150,435+24.7% | $120,580+55.6% | $145,897+28.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 19.58% | 154.60%-135.0pp | 107.48%-87.9pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,357 | $4,352-68.8% | $3,469-60.9% | $4,663-70.9% |
| Participant deferral / active EE | $12,200 | $6,174+97.6% | $4,995+144.2% | $6,689+82.4% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |