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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,578 | $112,131+86.9% | $95,964+118.4% | $158,982+31.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.54% | 171.19%-157.6pp | 91.64%-78.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,456 | $3,199-54.5% | $2,541-42.7% | $4,763-69.4% |
| Participant deferral / active EE | $3,640 | $4,784-23.9% | $4,167-12.6% | $5,983-39.2% |
| Admin fee / account holder | $48 | $10,136-99.5% | $6,797-99.3% | $11,252-99.6% |