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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,291 | $112,915+57.9% | $90,965+96.0% | $158,950+12.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.72% | 215.75%-192.0pp | 134.57%-110.8pp | 302.91%-279.2pp |
| Employer contribution / active EE | $18,629 | $2,894+543.7% | $2,122+777.8% | $4,762+291.2% |
| Participant deferral / active EE | $3,329 | $4,128-19.4% | $3,373-1.3% | $5,983-44.4% |
| Admin fee / account holder | $17 | $8,044-99.8% | $5,960-99.7% | $11,248-99.9% |