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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,206 | $36,767+316.7% | $81,473+88.0% | $62,293+145.9% |
| Participation rate | 98.0% | 54.4%+43.6pp | 68.0%+30.0pp | 69.5%+28.5pp |
| Annual return | 186.85% | 173.80%+13.0pp | 38.78%+148.1pp | 28.90%+157.9pp |
| Employer contribution / active EE | $8,206 | $1,128+627.2% | $2,568+219.5% | $2,042+301.8% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $797-99.9% | $4,561-100.0% | $479-99.9% |