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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,531 | $115,814+93.0% | $101,275+120.7% | $158,982+40.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.12% | 56.16%-33.0pp | 46.48%-23.4pp | 302.99%-279.9pp |
| Employer contribution / active EE | $10,227 | $4,176+144.9% | $3,660+179.4% | $4,763+114.7% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $45 | $7,249-99.4% | $5,948-99.2% | $11,252-99.6% |