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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,686 | $76,696-36.5% | $96,538-49.6% | $71,529-31.9% |
| Participation rate | 93.8% | 66.6%+27.2pp | 74.3%+19.5pp | 67.9%+25.9pp |
| Annual return | 559.64% | 48.32%+511.3pp | 35.74%+523.9pp | 28.97%+530.7pp |
| Employer contribution / active EE | $8,272 | $3,032+172.9% | $3,740+121.2% | $2,590+219.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |