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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,139 | $99,652+118.9% | $78,778+176.9% | $147,586+47.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.75% | 47.28%-25.5pp | 35.62%-13.9pp | 578.59%-556.8pp |
| Employer contribution / active EE | $6,229 | $2,796+122.8% | $1,986+213.7% | $4,876+27.7% |
| Participant deferral / active EE | $4,328 | $3,664+18.1% | $2,958+46.3% | $5,439-20.4% |
| Admin fee / account holder | $28 | $7,155-99.6% | $5,134-99.4% | $10,886-99.7% |