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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,072 | $101,672+99.7% | $147,117+38.0% | $74,478+172.7% |
| Participation rate | 96.8% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 15.26% | 8757.83%-8742.6pp | 420.54%-405.3pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $7,617 | $3,813+99.7% | $4,932+54.4% | $2,626+190.0% |
| Participant deferral / active EE | $3,455 | $7,305-52.7% | $8,065-57.2% | $4,350-20.6% |
| Admin fee / account holder | $1 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |