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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,301 | $85,766+79.9% | $136,298+13.2% | $70,126+120.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.19% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $4,312 | $2,966+45.4% | $4,696-8.2% | $2,343+84.1% |
| Participant deferral / active EE | $10,074 | $5,051+99.4% | $6,247+61.3% | $3,332+202.4% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |