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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,049 | $64,311+41.6% | $57,356+58.7% | $125,389-27.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 65.11% | 25.14%+40.0pp | 24.41%+40.7pp | 282.24%-217.1pp |
| Employer contribution / active EE | $14,707 | $3,193+360.6% | $2,689+447.0% | $4,866+202.2% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $282 | $5,243-94.6% | $3,357-91.6% | $9,541-97.0% |