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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,404 | $82,972+45.1% | $103,374+16.5% | $77,671+55.0% |
| Participation rate | 84.6% | 71.5%+13.1pp | 74.5%+10.1pp | 70.6%+14.0pp |
| Annual return | 264.18% | 19.14%+245.0pp | 24.89%+239.3pp | 31.21%+233.0pp |
| Employer contribution / active EE | $12,900 | $3,554+263.0% | $3,869+233.4% | $2,726+373.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |