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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,067 | $54,320+91.6% | $67,652+53.8% | $52,331+98.9% |
| Participation rate | 98.5% | 73.6%+24.9pp | 75.7%+22.8pp | 68.1%+30.4pp |
| Annual return | 39.73% | 6.81%+32.9pp | 6625.40%-6585.7pp | 4.54%+35.2pp |
| Employer contribution / active EE | $9,950 | $1,544+544.6% | $2,266+339.2% | $1,882+428.8% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $527-99.8% | $4,821-100.0% | $592-99.8% |