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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,111 | $81,208+14.7% | $98,920-5.9% | $79,856+16.6% |
| Participation rate | 82.9% | 72.5%+10.4pp | 76.0%+6.9pp | 69.6%+13.3pp |
| Annual return | 118.98% | 60.99%+58.0pp | 196.47%-77.5pp | 31.71%+87.3pp |
| Employer contribution / active EE | $7,132 | $1,960+263.9% | $2,689+165.2% | $2,471+188.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |