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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,929 | $98,776+139.9% | $149,745+58.2% | $79,856+196.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 76.25% | 27.38%+48.9pp | 276.72%-200.5pp | 31.71%+44.5pp |
| Employer contribution / active EE | $13,462 | $3,217+318.4% | $4,646+189.8% | $2,471+444.7% |
| Participant deferral / active EE | $9,759 | $5,681+71.8% | $6,843+42.6% | $3,741+160.9% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |