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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,550 | $102,422+71.4% | $147,117+19.3% | $80,959+116.8% |
| Participation rate | 97.8% | 75.9%+21.9pp | 82.2%+15.6pp | 67.7%+30.1pp |
| Annual return | 15.56% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $7,404 | $3,717+99.2% | $4,932+50.1% | $2,757+168.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |