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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,173 | $70,366+180.2% | $66,674+195.7% | $138,895+42.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.87% | 386.41%-365.5pp | 321.24%-300.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $2,736 | $2,765-1.1% | $2,620+4.4% | $4,194-34.8% |
| Participant deferral / active EE | $2,918 | $4,374-33.3% | $4,084-28.5% | $6,396-54.4% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |