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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,509 | $96,731+84.5% | $123,973+44.0% | $86,983+105.2% |
| Participation rate | 94.8% | 70.0%+24.8pp | 76.7%+18.2pp | 69.5%+25.3pp |
| Annual return | 38.78% | 17.33%+21.5pp | 388.13%-349.3pp | 25.83%+12.9pp |
| Employer contribution / active EE | $11,336 | $3,297+243.8% | $4,126+174.8% | $2,584+338.6% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $8,722-100.0% | $11,799-100.0% | $7,856-100.0% |