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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,362 | $85,766+40.3% | $136,298-11.7% | $70,126+71.6% |
| Participation rate | 98.3% | 74.2%+24.1pp | 81.9%+16.4pp | 69.5%+28.7pp |
| Annual return | 18.88% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $7,677 | $2,966+158.8% | $4,696+63.5% | $2,343+227.7% |
| Participant deferral / active EE | $12,791 | $5,051+153.2% | $6,247+104.8% | $3,332+283.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |