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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,037 | $92,224+74.6% | $105,223+53.0% | $79,634+102.2% |
| Participation rate | 97.2% | 69.2%+28.0pp | 75.0%+22.2pp | 62.5%+34.7pp |
| Annual return | 29.33% | 88.65%-59.3pp | 180.65%-151.3pp | 36.46%-7.1pp |
| Employer contribution / active EE | $13,451 | $3,965+239.3% | $3,689+264.7% | $2,529+431.8% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $115 | $1,121-89.7% | $8,859-98.7% | $1,002-88.5% |