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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,911 | $105,210+99.5% | $159,487+31.6% | $85,851+144.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 22.00% | 45.08%-23.1pp | 263.71%-241.7pp | 318.63%-296.6pp |
| Employer contribution / active EE | $6,587 | $3,319+98.5% | $4,831+36.3% | $2,565+156.8% |
| Participant deferral / active EE | $7,594 | $5,946+27.7% | $7,354+3.3% | $3,952+92.1% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |