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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,823 | $80,748+62.0% | $102,383+27.8% | $74,429+75.8% |
| Participation rate | 97.9% | 65.7%+32.2pp | 74.5%+23.3pp | 67.2%+30.6pp |
| Annual return | 66.39% | 27.57%+38.8pp | 24.94%+41.5pp | 1368.38%-1302.0pp |
| Employer contribution / active EE | $17,536 | $3,159+455.1% | $3,870+353.1% | $2,625+568.1% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |