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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,243 | $76,696+33.3% | $96,515+5.9% | $71,511+43.0% |
| Participation rate | 99.4% | 66.6%+32.8pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 117.91% | 48.32%+69.6pp | 35.73%+82.2pp | 28.86%+89.1pp |
| Employer contribution / active EE | $10,200 | $3,032+236.5% | $3,740+172.8% | $2,589+294.0% |
| 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% | $6,735-100.0% | $1,588-100.0% |