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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,661 | $103,008+60.8% | $90,304+83.4% | $152,897+8.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.08% | 95.22%-80.1pp | 78.13%-63.1pp | 345.43%-330.3pp |
| Employer contribution / active EE | $4,964 | $3,139+58.1% | $2,855+73.9% | $4,764+4.2% |
| Participant deferral / active EE | $6,084 | $4,281+42.1% | $3,885+56.6% | $5,851+4.0% |
| Admin fee / account holder | $64 | $6,175-99.0% | $5,354-98.8% | $11,599-99.4% |