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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,170 | $65,378+99.1% | $87,103+49.4% | $65,186+99.7% |
| Participation rate | 97.8% | 75.3%+22.4pp | 76.9%+20.9pp | 70.2%+27.6pp |
| Annual return | 86.89% | 31.28%+55.6pp | 28.19%+58.7pp | 29.39%+57.5pp |
| Employer contribution / active EE | $7,786 | $1,823+327.2% | $2,521+208.8% | $2,177+257.7% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $24 | $520-95.4% | $7,491-99.7% | $847-97.2% |