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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,463 | $70,121+163.1% | $63,803+189.1% | $138,895+32.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.27% | 946.48%-934.2pp | 543.72%-531.4pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,273 | $2,882-21.1% | $2,532-10.3% | $4,194-45.8% |
| Participant deferral / active EE | $4,763 | $4,535+5.0% | $3,843+23.9% | $6,396-25.5% |
| Admin fee / account holder | $25 | $6,738-99.6% | $5,196-99.5% | $12,562-99.8% |