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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,886 | $129,095+41.7% | $184,200-0.7% | $77,671+135.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 179.86% | 33.29%+146.6pp | 28.80%+151.1pp | 31.21%+148.7pp |
| Employer contribution / active EE | $12,296 | $4,410+178.8% | $6,424+91.4% | $2,726+351.0% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,907-100.0% | $430-100.0% |