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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,691 | $54,558+152.4% | $76,002+81.2% | $74,546+84.7% |
| Participation rate | 92.5% | 60.3%+32.2pp | 69.1%+23.5pp | 67.2%+25.3pp |
| Annual return | 48.41% | 31.83%+16.6pp | 360.07%-311.7pp | 1366.03%-1317.6pp |
| Employer contribution / active EE | $3,582 | $1,778+101.5% | $2,688+33.2% | $2,624+36.5% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $6,414-100.0% | $1,944-100.0% |