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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,915 | $111,535+28.1% | $105,223+35.8% | $137,256+4.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.14% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $7,670 | $3,939+94.7% | $3,689+107.9% | $4,156+84.6% |
| Participant deferral / active EE | $8,258 | $5,500+50.2% | $5,072+62.8% | $6,407+28.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |