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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,643 | $80,731+22.2% | $103,374-4.6% | $74,546+32.3% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | 105.31% | 27.56%+77.8pp | 24.89%+80.4pp | 1366.03%-1260.7pp |
| Employer contribution / active EE | $8,211 | $3,158+160.0% | $3,869+112.2% | $2,624+212.9% |
| 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% |