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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,823 | $80,731+62.0% | $103,374+26.6% | $74,546+75.5% |
| Participation rate | 97.9% | 65.7%+32.2pp | 74.5%+23.3pp | 67.2%+30.6pp |
| Annual return | 66.39% | 27.56%+38.8pp | 24.89%+41.5pp | 1366.03%-1299.6pp |
| Employer contribution / active EE | $17,536 | $3,158+455.3% | $3,869+353.2% | $2,624+568.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |