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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,635 | $108,897+55.8% | $100,378+69.0% | $145,877+16.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.37% | 58.17%-39.8pp | 49.41%-31.0pp | 551.28%-532.9pp |
| Employer contribution / active EE | $46,000 | $4,420+940.7% | $3,942+1066.9% | $4,663+886.5% |
| Participant deferral / active EE | $23,000 | $8,455+172.0% | $8,087+184.4% | $6,691+243.8% |
| Admin fee / account holder | $273 | $9,690-97.2% | $7,899-96.6% | $13,402-98.0% |