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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,283 | $99,995+80.3% | $85,063+111.9% | $145,978+23.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.95% | 83.99%-65.0pp | 66.54%-47.6pp | 550.52%-531.6pp |
| Employer contribution / active EE | $30,335 | $3,231+838.8% | $2,727+1012.3% | $4,662+550.7% |
| Participant deferral / active EE | $20,342 | $5,295+284.2% | $4,523+349.8% | $6,690+204.1% |
| Admin fee / account holder | $110 | $7,255-98.5% | $6,155-98.2% | $13,400-99.2% |