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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,641 | $81,476+66.5% | $102,383+32.5% | $80,925+67.6% |
| Participation rate | 98.0% | 66.8%+31.2pp | 74.5%+23.5pp | 67.7%+30.4pp |
| Annual return | 113.77% | 25.59%+88.2pp | 24.94%+88.8pp | 35.65%+78.1pp |
| Employer contribution / active EE | $12,892 | $3,105+315.3% | $3,870+233.1% | $2,756+367.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |