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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,730 | $82,979+58.8% | $102,383+28.7% | $77,714+69.5% |
| Participation rate | 98.2% | 71.5%+26.7pp | 74.5%+23.7pp | 70.6%+27.7pp |
| Annual return | 225.40% | 19.11%+206.3pp | 24.94%+200.5pp | 31.26%+194.1pp |
| Employer contribution / active EE | $41,776 | $3,554+1075.6% | $3,870+979.4% | $2,727+1432.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |