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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,509 | $93,345+91.2% | $119,126+49.8% | $87,485+104.0% |
| Participation rate | 94.8% | 68.7%+26.1pp | 75.8%+19.1pp | 68.9%+25.9pp |
| Annual return | 38.78% | 19.08%+19.7pp | 282.11%-243.3pp | 26.06%+12.7pp |
| Employer contribution / active EE | $11,336 | $3,172+257.4% | $4,034+181.0% | $2,596+336.6% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |