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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,457 | $105,145+43.1% | $94,664+58.9% | $139,466+7.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 25.56% | 38.09%-12.5pp | 156.84%-131.3pp | 373.66%-348.1pp |
| Employer contribution / active EE | $8,259 | $4,107+101.1% | $3,673+124.9% | $4,754+73.7% |
| Participant deferral / active EE | $12,518 | $7,599+64.7% | $7,417+68.8% | $6,712+86.5% |
| Admin fee / account holder | $17 | $8,972-99.8% | $7,222-99.8% | $11,409-99.8% |