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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,637 | $118,708+52.2% | $98,920+82.6% | $158,966+13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.21% | 372.49%-349.3pp | 196.47%-173.3pp | 302.95%-279.7pp |
| Employer contribution / active EE | $2,633 | $3,334-21.0% | $2,689-2.1% | $4,762-44.7% |
| Participant deferral / active EE | $10,142 | $5,089+99.3% | $4,245+138.9% | $5,983+69.5% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |