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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,473 | $102,385+86.0% | $147,080+29.5% | $80,935+135.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.50% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $4,966 | $3,717+33.6% | $4,933+0.7% | $2,757+80.1% |
| Participant deferral / active EE | $14,923 | $6,651+124.4% | $8,066+85.0% | $4,299+247.1% |
| Admin fee / account holder | $1 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |