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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,543 | $79,181+45.9% | $102,423+12.8% | $74,429+55.2% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 65.72% | 54.97%+10.7pp | 29.42%+36.3pp | 1368.38%-1302.7pp |
| Employer contribution / active EE | $13,216 | $2,362+459.6% | $3,023+337.2% | $2,625+403.5% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2 | $2,002-99.9% | $9,455-100.0% | $1,944-99.9% |