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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,776 | $82,972+79.3% | $103,374+43.9% | $77,671+91.5% |
| Participation rate | 98.0% | 71.5%+26.4pp | 74.5%+23.5pp | 70.6%+27.4pp |
| Annual return | 244.63% | 19.14%+225.5pp | 24.89%+219.7pp | 31.21%+213.4pp |
| Employer contribution / active EE | $10,640 | $3,554+199.4% | $3,869+175.0% | $2,726+290.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $4 | $639-99.3% | $8,394-100.0% | $430-99.0% |