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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,206 | $106,918+114.4% | $84,021+172.8% | $152,897+49.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.73% | 105.01%-85.3pp | 71.32%-51.6pp | 345.43%-325.7pp |
| Employer contribution / active EE | $1,077 | $2,735-60.6% | $1,984-45.7% | $4,764-77.4% |
| Participant deferral / active EE | $1,425 | $4,012-64.5% | $3,239-56.0% | $5,851-75.6% |
| Admin fee / account holder | $45 | $8,288-99.5% | $6,102-99.3% | $11,599-99.6% |