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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,020 | $100,801+20.1% | $149,745-19.2% | $73,412+64.8% |
| Participation rate | 98.3% | 77.7%+20.6pp | 82.5%+15.8pp | 72.2%+26.1pp |
| Annual return | 37.25% | 265.34%-228.1pp | 276.72%-239.5pp | 59.30%-22.0pp |
| Employer contribution / active EE | $9,021 | $3,312+172.4% | $4,646+94.2% | $2,234+303.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |