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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,730 | $83,023+58.7% | $102,437+28.6% | $77,762+69.4% |
| Participation rate | 98.2% | 71.5%+26.7pp | 74.5%+23.7pp | 70.6%+27.7pp |
| Annual return | 225.40% | 19.12%+206.3pp | 24.95%+200.4pp | 31.27%+194.1pp |
| Employer contribution / active EE | $41,776 | $3,552+1076.0% | $3,871+979.3% | $2,728+1431.4% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |