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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,776 | $83,023+79.2% | $102,437+45.2% | $77,762+91.3% |
| Participation rate | 98.0% | 71.5%+26.4pp | 74.5%+23.5pp | 70.6%+27.4pp |
| Annual return | 244.63% | 19.12%+225.5pp | 24.95%+219.7pp | 31.27%+213.4pp |
| Employer contribution / active EE | $10,640 | $3,552+199.5% | $3,871+174.9% | $2,728+290.0% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $4 | $639-99.3% | $8,388-100.0% | $433-99.0% |