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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,537 | $72,071+244.8% | $68,368+263.5% | $137,256+81.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.38% | 353.14%-328.8pp | 292.57%-268.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $4,262 | $2,788+52.9% | $2,649+60.9% | $4,156+2.5% |
| Participant deferral / active EE | $5,198 | $4,410+17.9% | $4,123+26.1% | $6,407-18.9% |
| Admin fee / account holder | $150 | $5,336-97.2% | $5,150-97.1% | $12,270-98.8% |