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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,982 | $100,911+99.2% | $90,440+122.2% | $158,966+26.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.01% | 1726.62%-1714.6pp | 1294.38%-1282.4pp | 302.95%-290.9pp |
| Employer contribution / active EE | $4,679 | $3,690+26.8% | $3,263+43.4% | $4,762-1.8% |
| Participant deferral / active EE | $5,779 | $4,348+32.9% | $3,964+45.8% | $5,983-3.4% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |