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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,543 | $79,223+45.8% | $102,460+12.8% | $74,478+55.1% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 65.72% | 54.98%+10.7pp | 29.47%+36.2pp | 1370.56%-1304.8pp |
| Employer contribution / active EE | $13,216 | $2,363+459.2% | $3,025+336.9% | $2,626+403.2% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2 | $2,003-99.9% | $9,460-100.0% | $1,946-99.9% |