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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,468 | $52,884+46.5% | $84,753-8.6% | $55,167+40.4% |
| Participation rate | 89.5% | 67.5%+22.0pp | 76.6%+12.9pp | 69.0%+20.5pp |
| Annual return | 247.94% | 18.03%+229.9pp | 22.78%+225.2pp | 169.23%+78.7pp |
| Employer contribution / active EE | $12,247 | $2,233+448.3% | $3,574+242.6% | $1,963+524.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |