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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,997 | $81,504+82.8% | $102,437+45.5% | $80,959+84.0% |
| Participation rate | 98.3% | 66.9%+31.5pp | 74.5%+23.8pp | 67.7%+30.6pp |
| Annual return | 118.08% | 25.60%+92.5pp | 24.95%+93.1pp | 35.67%+82.4pp |
| Employer contribution / active EE | $13,174 | $3,104+324.5% | $3,871+240.4% | $2,757+377.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |