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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,714 | $81,664+78.4% | $70,476+106.8% | $158,966-8.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 30.01% | 208.59%-178.6pp | 109.12%-79.1pp | 302.95%-272.9pp |
| Employer contribution / active EE | $3,654 | $3,219+13.5% | $2,738+33.5% | $4,762-23.3% |
| Participant deferral / active EE | $8,806 | $4,556+93.3% | $3,710+137.3% | $5,983+47.2% |
| Admin fee / account holder | $20 | $6,197-99.7% | $3,847-99.5% | $11,250-99.8% |