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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,572 | $102,422+55.8% | $147,117+8.5% | $80,959+97.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.88% | 135.16%-116.3pp | 420.54%-401.7pp | 35.67%-16.8pp |
| Employer contribution / active EE | $5,476 | $3,717+47.3% | $4,932+11.0% | $2,757+98.6% |
| Participant deferral / active EE | $5,947 | $6,652-10.6% | $8,065-26.3% | $4,300+38.3% |
| Admin fee / account holder | $237 | $7,953-97.0% | $12,993-98.2% | $6,925-96.6% |