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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,180 | $85,171+63.4% | $172,753-19.4% | $72,976+90.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.45% | 27.32%-1.9pp | 803.00%-777.5pp | 81.02%-55.6pp |
| Employer contribution / active EE | $4,361 | $3,324+31.2% | $5,144-15.2% | $2,440+78.7% |
| Participant deferral / active EE | $4,960 | $3,260+52.2% | $5,198-4.6% | $3,608+37.5% |
| Admin fee / account holder | $182 | $5,880-96.9% | $13,956-98.7% | $5,124-96.4% |