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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,789 | $102,385+13.1% | $147,080-21.3% | $80,935+43.1% |
| Participation rate | 81.8% | 75.9%+5.9pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 51.27% | 135.09%-83.8pp | 420.17%-368.9pp | 35.66%+15.6pp |
| Employer contribution / active EE | $6,736 | $3,717+81.2% | $4,933+36.5% | $2,757+144.4% |
| Participant deferral / active EE | $12,008 | $6,651+80.5% | $8,066+48.9% | $4,299+179.3% |
| Admin fee / account holder | $17 | $7,951-99.8% | $12,989-99.9% | $6,924-99.8% |