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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,074 | $88,815+142.2% | $81,882+162.7% | $145,897+47.4% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 12.50% | 1033.75%-1021.2pp | 779.47%-767.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $4,402 | $3,086+42.6% | $2,916+51.0% | $4,663-5.6% |
| Participant deferral / active EE | $10,231 | $4,647+120.2% | $4,323+136.7% | $6,689+53.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |