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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,823 | $102,422+60.9% | $147,117+12.0% | $80,959+103.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.71% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $6,444 | $3,717+73.3% | $4,932+30.6% | $2,757+133.7% |
| Participant deferral / active EE | $7,804 | $6,652+17.3% | $8,065-3.2% | $4,300+81.5% |
| Admin fee / account holder | $42 | $7,953-99.5% | $12,993-99.7% | $6,925-99.4% |