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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,900 | $176,786+32.3% | $146,643+59.5% | $167,536+39.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 59.85% | 24.04%+35.8pp | 22.75%+37.1pp | 478.82%-419.0pp |
| Employer contribution / active EE | $17,546 | $5,161+240.0% | $4,137+324.2% | $4,839+262.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |