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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,908 | $185,883+26.4% | $170,043+38.1% | $139,466+68.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.89% | 60.54%-45.7pp | 53.40%-38.5pp | 373.66%-358.8pp |
| Employer contribution / active EE | $12,500 | $7,596+64.6% | $6,790+84.1% | $4,754+162.9% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $199 | $15,393-98.7% | $12,824-98.4% | $11,409-98.3% |