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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,668 | $111,535+83.5% | $105,223+94.5% | $137,256+49.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.03% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $7,150 | $3,939+81.5% | $3,689+93.9% | $4,156+72.0% |
| Participant deferral / active EE | $2,349 | $5,500-57.3% | $5,072-53.7% | $6,407-63.3% |
| Admin fee / account holder | $26 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |