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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,617 | $80,731+167.1% | $103,374+108.6% | $74,546+189.2% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 114.35% | 27.56%+86.8pp | 24.89%+89.5pp | 1366.03%-1251.7pp |
| Employer contribution / active EE | $9,581 | $3,158+203.4% | $3,869+147.6% | $2,624+265.1% |
| 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% |