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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,248 | $209,425-62.2% | $178,499-55.6% | $158,966-50.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 152.90% | 188.80%-35.9pp | 151.10%+1.8pp | 302.95%-150.1pp |
| Employer contribution / active EE | $15,605 | $5,707+173.4% | $5,011+211.4% | $4,762+227.7% |
| Participant deferral / active EE | $11,172 | $5,955+87.6% | $5,202+114.8% | $5,983+86.7% |
| Admin fee / account holder | $166 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |