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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,081 | $76,696+29.2% | $96,538+2.6% | $71,529+38.5% |
| Participation rate | 98.3% | 66.6%+31.8pp | 74.3%+24.0pp | 67.9%+30.4pp |
| Annual return | 410.88% | 48.32%+362.6pp | 35.74%+375.1pp | 28.97%+381.9pp |
| Employer contribution / active EE | $5,556 | $3,032+83.3% | $3,740+48.5% | $2,590+114.5% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $2,030-99.9% | $6,737-100.0% | $1,588-99.9% |