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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,166 | $105,210+108.3% | $159,487+37.4% | $85,851+155.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.16% | 45.08%-30.9pp | 263.71%-249.5pp | 318.63%-304.5pp |
| Employer contribution / active EE | $6,307 | $3,319+90.0% | $4,831+30.5% | $2,565+145.8% |
| Participant deferral / active EE | $8,684 | $5,946+46.0% | $7,354+18.1% | $3,952+119.7% |
| Admin fee / account holder | $110 | $6,934-98.4% | $10,804-99.0% | $6,261-98.2% |