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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,790 | $80,731+29.8% | $103,374+1.4% | $74,546+40.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 50.99% | 27.56%+23.4pp | 24.89%+26.1pp | 1366.03%-1315.0pp |
| Employer contribution / active EE | $9,225 | $3,158+192.1% | $3,869+138.4% | $2,624+251.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |