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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,203 | $106,230+59.3% | $147,080+15.0% | $77,736+117.7% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 77.10% | 56.91%+20.2pp | 420.17%-343.1pp | 31.26%+45.8pp |
| Employer contribution / active EE | $2,765 | $4,072-32.1% | $4,933-44.0% | $2,728+1.4% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-99.9% | $12,989-100.0% | $433-99.9% |