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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,509 | $105,284+69.5% | $150,734+18.4% | $94,015+89.9% |
| Participation rate | 94.8% | 71.7%+23.1pp | 78.4%+16.4pp | 70.8%+24.0pp |
| Annual return | 38.78% | 15.67%+23.1pp | 600.81%-562.0pp | 17.84%+20.9pp |
| Employer contribution / active EE | $11,336 | $3,599+215.0% | $4,918+130.5% | $2,790+306.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $9,839-100.0% | $14,905-100.0% | $8,951-100.0% |