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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,601 | $168,636-74.7% | $147,618-71.1% | $125,388-66.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 243.58% | 77.65%+165.9pp | 61.98%+181.6pp | 282.24%-38.7pp |
| Employer contribution / active EE | $9,500 | $6,252+51.9% | $5,565+70.7% | $4,866+95.2% |
| Participant deferral / active EE | $6,683 | $5,507+21.4% | $4,895+36.5% | $5,352+24.9% |
| Admin fee / account holder | $195 | $13,580-98.6% | $11,612-98.3% | $9,541-98.0% |