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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,202 | $103,038+82.7% | $90,324+108.4% | $152,909+23.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.93% | 95.25%-80.3pp | 78.15%-63.2pp | 345.46%-330.5pp |
| Employer contribution / active EE | $6,587 | $3,141+109.7% | $2,856+130.7% | $4,764+38.3% |
| Participant deferral / active EE | $13,430 | $4,282+213.7% | $3,885+245.7% | $5,851+129.5% |
| Admin fee / account holder | $2 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |