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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,216 | $63,768+220.2% | $98,477+107.4% | $79,393+157.2% |
| Participation rate | 94.4% | 69.9%+24.5pp | 73.3%+21.1pp | 70.7%+23.7pp |
| Annual return | 17.96% | 626.18%-608.2pp | 1493.59%-1475.6pp | 116.87%-98.9pp |
| Employer contribution / active EE | $4,854 | $2,558+89.8% | $2,961+64.0% | $2,428+100.0% |
| Participant deferral / active EE | $5,551 | $3,305+68.0% | $4,276+29.8% | $4,046+37.2% |
| Admin fee / account holder | $0 | $516-100.0% | $5,951-100.0% | $627-100.0% |