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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,906 | $89,054+14.4% | $102,457-0.5% | $77,692+31.2% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 516.55% | 25.02%+491.5pp | 29.41%+487.1pp | 31.25%+485.3pp |
| Employer contribution / active EE | $26,843 | $2,698+894.9% | $3,022+788.2% | $2,726+884.6% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,451-100.0% | $431-100.0% |