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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,741 | $105,210+126.0% | $159,487+49.1% | $85,851+176.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.84% | 45.08%-28.2pp | 263.71%-246.9pp | 318.63%-301.8pp |
| Employer contribution / active EE | $8,000 | $3,319+141.0% | $4,831+65.6% | $2,565+211.8% |
| Participant deferral / active EE | $7,619 | $5,946+28.1% | $7,354+3.6% | $3,952+92.8% |
| Admin fee / account holder | $39 | $6,934-99.4% | $10,804-99.6% | $6,261-99.4% |