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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,934 | $80,674+10.2% | $119,126-25.3% | $64,340+38.2% |
| Participation rate | 95.0% | 55.2%+39.8pp | 75.8%+19.2pp | 55.2%+39.8pp |
| Annual return | 138.51% | 26.86%+111.6pp | 282.11%-143.6pp | 24.14%+114.4pp |
| Employer contribution / active EE | $18,775 | $2,564+632.2% | $4,034+365.5% | $1,862+908.5% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,559-100.0% | $10,693-100.0% | $3,703-100.0% |