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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,642 | $100,033+78.6% | $149,716+19.3% | $70,124+154.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.84% | 27.43%-6.6pp | 1501.67%-1480.8pp | 73.14%-52.3pp |
| Employer contribution / active EE | $13,649 | $3,661+272.8% | $5,444+150.7% | $2,342+482.7% |
| Participant deferral / active EE | $12,508 | $4,982+151.1% | $6,568+90.4% | $3,332+275.4% |
| Admin fee / account holder | $39 | $8,285-99.5% | $11,282-99.7% | $4,645-99.2% |