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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,056 | $107,941+34.4% | $91,994+57.7% | $152,909-5.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 25.11% | 89.28%-64.2pp | 69.04%-43.9pp | 345.46%-320.4pp |
| Employer contribution / active EE | $5,883 | $4,212+39.7% | $3,453+70.4% | $4,764+23.5% |
| Participant deferral / active EE | $7,526 | $6,366+18.2% | $5,924+27.0% | $5,851+28.6% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |