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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,626 | $114,093+111.8% | $96,171+151.2% | $167,536+44.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.58% | 190.00%-177.4pp | 192.04%-179.5pp | 478.82%-466.2pp |
| Employer contribution / active EE | $2,809 | $3,429-18.1% | $2,799+0.4% | $4,839-42.0% |
| Participant deferral / active EE | $18,409 | $5,197+254.3% | $4,350+323.2% | $6,342+190.3% |
| Admin fee / account holder | $195 | $6,899-97.2% | $5,538-96.5% | $12,315-98.4% |