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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,154 | $100,801+133.3% | $149,751+57.0% | $73,415+220.3% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 36.06% | 265.34%-229.3pp | 276.71%-240.6pp | 59.30%-23.2pp |
| Employer contribution / active EE | $5,085 | $3,312+53.5% | $4,646+9.4% | $2,234+127.6% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |