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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,643 | $80,781+22.1% | $102,437-3.7% | $74,478+32.4% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | 105.31% | 27.58%+77.7pp | 24.95%+80.4pp | 1370.56%-1265.2pp |
| Employer contribution / active EE | $8,211 | $3,160+159.8% | $3,871+112.1% | $2,626+212.6% |
| 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% |