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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,024 | $105,160+112.1% | $94,679+135.6% | $139,456+59.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 40.09% | 38.04%+2.0pp | 156.75%-116.7pp | 373.45%-333.4pp |
| Employer contribution / active EE | $28,981 | $4,107+605.7% | $3,673+689.1% | $4,753+509.8% |
| Participant deferral / active EE | $19,275 | $7,599+153.7% | $7,417+159.9% | $6,711+187.2% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |