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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,469 | $85,766+77.8% | $136,297+11.9% | $70,124+117.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.71% | 31.45%-11.7pp | 5156.19%-5136.5pp | 73.14%-53.4pp |
| Employer contribution / active EE | $6,609 | $2,966+122.8% | $4,696+40.8% | $2,342+182.1% |
| Participant deferral / active EE | $8,057 | $5,051+59.5% | $6,247+29.0% | $3,332+141.8% |
| Admin fee / account holder | $50 | $5,420-99.1% | $9,244-99.5% | $4,645-98.9% |