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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,334 | $72,071+197.4% | $68,368+213.5% | $137,256+56.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.80% | 353.14%-336.3pp | 292.57%-275.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $9,566 | $2,788+243.1% | $2,649+261.1% | $4,156+130.2% |
| Participant deferral / active EE | $8,397 | $4,410+90.4% | $4,123+103.7% | $6,407+31.1% |
| Admin fee / account holder | $17 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |