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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,934 | $83,843+6.1% | $123,973-28.3% | $65,306+36.2% |
| Participation rate | 95.0% | 56.0%+39.0pp | 76.7%+18.3pp | 57.7%+37.3pp |
| Annual return | 138.51% | 19.87%+118.6pp | 388.13%-249.6pp | 21.94%+116.6pp |
| Employer contribution / active EE | $18,775 | $2,873+553.5% | $4,126+355.1% | $1,967+854.3% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $4,735-100.0% | $11,799-100.0% | $3,480-100.0% |