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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,671 | $72,071+109.1% | $68,368+120.4% | $137,256+9.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.64% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $5,984 | $2,788+114.6% | $2,649+125.9% | $4,156+44.0% |
| Participant deferral / active EE | $9,650 | $4,410+118.8% | $4,123+134.1% | $6,407+50.6% |
| Admin fee / account holder | $60 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |