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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,574 | $79,184+92.7% | $102,438+48.9% | $74,546+104.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.77% | 54.95%-41.2pp | 29.37%-15.6pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $11,948 | $2,362+405.8% | $3,024+295.1% | $2,624+355.3% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $12 | $2,001-99.4% | $9,448-99.9% | $1,944-99.4% |