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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,617 | $80,781+166.9% | $102,437+110.5% | $74,478+189.5% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 114.35% | 27.58%+86.8pp | 24.95%+89.4pp | 1370.56%-1256.2pp |
| Employer contribution / active EE | $9,581 | $3,160+203.2% | $3,871+147.5% | $2,626+264.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |