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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,389 | $80,763+50.3% | $102,412+18.5% | $74,459+63.0% |
| Participation rate | 98.7% | 65.7%+33.0pp | 74.5%+24.2pp | 67.2%+31.4pp |
| Annual return | 138.35% | 27.57%+110.8pp | 24.94%+113.4pp | 1369.70%-1231.3pp |
| Employer contribution / active EE | $2,928 | $3,160-7.3% | $3,870-24.3% | $2,626+11.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $7 | $2,371-99.7% | $8,388-99.9% | $1,945-99.7% |