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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,272 | $132,099+11.5% | $115,599+27.4% | $138,895+6.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 19.27% | 176.76%-157.5pp | 111.10%-91.8pp | 145.39%-126.1pp |
| Employer contribution / active EE | $5,980 | $3,416+75.1% | $2,955+102.4% | $4,194+42.6% |
| Participant deferral / active EE | $9,609 | $5,617+71.1% | $4,889+96.5% | $6,396+50.2% |
| Admin fee / account holder | $33 | $15,650-99.8% | $12,841-99.7% | $12,562-99.7% |