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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,392 | $98,766+18.9% | $149,730-21.6% | $79,852+47.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 32.00% | 27.43%+4.6pp | 276.70%-244.7pp | 31.72%+0.3pp |
| Employer contribution / active EE | $14,325 | $3,217+345.3% | $4,645+208.4% | $2,471+479.7% |
| Participant deferral / active EE | $12,492 | $5,681+119.9% | $6,843+82.6% | $3,740+234.0% |
| Admin fee / account holder | $5 | $6,052-99.9% | $9,310-99.9% | $5,306-99.9% |