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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,841 | $152,619+37.5% | $125,195+67.6% | $152,909+37.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 38.02% | 54.85%-16.8pp | 43.79%-5.8pp | 345.46%-307.4pp |
| Employer contribution / active EE | $2,859 | $4,947-42.2% | $3,866-26.1% | $4,764-40.0% |
| Participant deferral / active EE | $10,000 | $5,869+70.4% | $4,937+102.5% | $5,851+70.9% |
| Admin fee / account holder | $147 | $13,437-98.9% | $9,704-98.5% | $11,601-98.7% |