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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,198 | $81,276+56.5% | $155,574-18.2% | $80,925+57.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 160.38% | 33.36%+127.0pp | 64.87%+95.5pp | 35.65%+124.7pp |
| Employer contribution / active EE | $5,086 | $3,103+63.9% | $4,676+8.8% | $2,756+84.5% |
| Participant deferral / active EE | $2,550 | $3,453-26.1% | $5,629-54.7% | $4,299-40.7% |
| Admin fee / account holder | $19 | $7,993-99.8% | $15,914-99.9% | $6,940-99.7% |