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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,730 | $82,972+58.8% | $103,374+27.4% | $77,671+69.6% |
| Participation rate | 98.2% | 71.5%+26.7pp | 74.5%+23.7pp | 70.6%+27.7pp |
| Annual return | 225.40% | 19.14%+206.3pp | 24.89%+200.5pp | 31.21%+194.2pp |
| Employer contribution / active EE | $41,776 | $3,554+1075.4% | $3,869+979.7% | $2,726+1432.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |