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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,102 | $95,406+51.0% | $185,849-22.5% | $85,847+67.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.15% | 23.59%-6.4pp | 122.10%-104.9pp | 318.61%-301.5pp |
| Employer contribution / active EE | $8,762 | $3,314+164.4% | $5,169+69.5% | $2,565+241.6% |
| Participant deferral / active EE | $7,502 | $3,424+119.1% | $5,569+34.7% | $3,952+89.8% |
| Admin fee / account holder | $131 | $7,214-98.2% | $16,244-99.2% | $6,261-97.9% |