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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,576 | $72,071+135.3% | $68,368+148.0% | $137,256+23.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 31.43% | 353.14%-321.7pp | 292.57%-261.1pp | 220.34%-188.9pp |
| Employer contribution / active EE | $1,841 | $2,788-34.0% | $2,649-30.5% | $4,156-55.7% |
| Participant deferral / active EE | $12,155 | $4,410+175.6% | $4,123+194.8% | $6,407+89.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |