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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,664 | $90,691+157.6% | $76,119+207.0% | $145,884+60.2% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 8.98% | 624.52%-615.5pp | 361.25%-352.3pp | 551.85%-542.9pp |
| Employer contribution / active EE | $8,462 | $3,329+154.2% | $2,693+214.2% | $4,662+81.5% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |