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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,225 | $102,635+63.9% | $86,209+95.1% | $139,456+20.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 27.44% | 1923.53%-1896.1pp | 1169.05%-1141.6pp | 373.45%-346.0pp |
| Employer contribution / active EE | $2,469 | $3,034-18.6% | $2,381+3.7% | $4,753-48.0% |
| Participant deferral / active EE | $5,457 | $4,677+16.7% | $3,986+36.9% | $6,711-18.7% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |