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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,537 | $70,366+253.2% | $66,674+272.8% | $138,895+78.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 24.38% | 386.41%-362.0pp | 321.24%-296.9pp | 145.39%-121.0pp |
| Employer contribution / active EE | $4,262 | $2,765+54.1% | $2,620+62.7% | $4,194+1.6% |
| Participant deferral / active EE | $5,198 | $4,374+18.8% | $4,084+27.3% | $6,396-18.7% |
| Admin fee / account holder | $150 | $5,262-97.1% | $5,098-97.0% | $12,562-98.8% |