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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,119 | $99,995+137.1% | $85,063+178.8% | $145,978+62.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 24.47% | 83.99%-59.5pp | 66.54%-42.1pp | 550.52%-526.0pp |
| Employer contribution / active EE | $5,625 | $3,231+74.1% | $2,727+106.3% | $4,662+20.7% |
| Participant deferral / active EE | $30,907 | $5,295+483.7% | $4,523+583.4% | $6,690+362.0% |
| Admin fee / account holder | $159 | $7,255-97.8% | $6,155-97.4% | $13,400-98.8% |