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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,595 | $100,203+50.3% | $85,240+76.7% | $145,897+3.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.51% | 84.28%-73.8pp | 66.75%-56.2pp | 552.29%-541.8pp |
| Employer contribution / active EE | $34,155 | $3,242+953.6% | $2,735+1148.7% | $4,663+632.5% |
| Participant deferral / active EE | $15,333 | $5,299+189.4% | $4,527+238.7% | $6,689+129.2% |
| Admin fee / account holder | $125 | $7,265-98.3% | $6,165-98.0% | $13,390-99.1% |