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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,749 | $115,814+83.7% | $101,275+110.1% | $158,982+33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.02% | 56.16%-43.1pp | 46.48%-33.5pp | 302.99%-290.0pp |
| Employer contribution / active EE | $10,962 | $4,176+162.5% | $3,660+199.5% | $4,763+130.2% |
| Participant deferral / active EE | $11,572 | $4,958+133.4% | $4,371+164.8% | $5,983+93.4% |
| Admin fee / account holder | $135 | $7,249-98.1% | $5,948-97.7% | $11,252-98.8% |