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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,463 | $68,097+170.9% | $62,929+193.1% | $137,256+34.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.27% | 1859.11%-1846.8pp | 1063.93%-1051.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,273 | $2,811-19.2% | $2,505-9.3% | $4,156-45.3% |
| Participant deferral / active EE | $4,763 | $4,553+4.6% | $3,888+22.5% | $6,407-25.7% |
| Admin fee / account holder | $25 | $6,521-99.6% | $5,065-99.5% | $12,270-99.8% |