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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,117 | $86,225+79.9% | $146,647+5.8% | $86,821+78.7% |
| Participation rate | 99.2% | 78.0%+21.2pp | 80.1%+19.1pp | 72.3%+26.9pp |
| Annual return | 135.55% | 31.23%+104.3pp | 22.75%+112.8pp | 97.94%+37.6pp |
| Employer contribution / active EE | $9,113 | $2,392+281.0% | $4,137+120.3% | $2,406+278.8% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $195-99.4% | $10,281-100.0% | $170-99.3% |