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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,584 | $108,882+76.0% | $96,754+98.0% | $154,746+23.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.17% | 98.39%-77.2pp | 82.04%-60.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $5,743 | $3,018+90.3% | $2,679+114.4% | $4,379+31.1% |
| Participant deferral / active EE | $23,809 | $5,323+347.3% | $4,758+400.4% | $6,730+253.7% |
| Admin fee / account holder | $167 | $10,200-98.4% | $8,905-98.1% | $14,365-98.8% |