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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,691 | $54,690+151.8% | $76,030+81.1% | $74,478+84.9% |
| Participation rate | 92.5% | 60.3%+32.2pp | 69.1%+23.5pp | 67.2%+25.3pp |
| Annual return | 48.41% | 31.92%+16.5pp | 361.54%-313.1pp | 1370.56%-1322.2pp |
| Employer contribution / active EE | $3,582 | $1,781+101.1% | $2,688+33.3% | $2,626+36.4% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,240-100.0% | $6,421-100.0% | $1,946-100.0% |