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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,156 | $70,666+198.8% | $169,385+24.7% | $75,181+180.9% |
| Participation rate | 94.3% | 64.8%+29.5pp | 77.2%+17.1pp | 67.2%+27.1pp |
| Annual return | 50.29% | 36.37%+13.9pp | 405.82%-355.5pp | 160.69%-110.4pp |
| Employer contribution / active EE | $19,856 | $2,210+798.4% | $4,012+395.0% | $2,671+643.5% |
| Participant deferral / active EE | $0 | $4,308-100.0% | $6,221-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2 | $5,402-100.0% | $9,011-100.0% | $5,650-100.0% |