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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,352 | $103,000+113.0% | $90,300+142.9% | $152,885+43.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.12% | 95.19%-80.1pp | 78.11%-63.0pp | 345.39%-330.3pp |
| Employer contribution / active EE | $6,128 | $3,138+95.3% | $2,854+114.7% | $4,763+28.7% |
| Participant deferral / active EE | $5,321 | $4,281+24.3% | $3,884+37.0% | $5,851-9.1% |
| Admin fee / account holder | $5 | $6,173-99.9% | $5,353-99.9% | $11,598-100.0% |