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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,641 | $108,882+123.8% | $96,754+151.8% | $154,746+57.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.76% | 98.39%-78.6pp | 82.04%-62.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $26,727 | $3,018+785.5% | $2,679+897.6% | $4,379+510.3% |
| Participant deferral / active EE | $12,753 | $5,323+139.6% | $4,758+168.0% | $6,730+89.5% |
| Admin fee / account holder | $256 | $10,200-97.5% | $8,905-97.1% | $14,365-98.2% |