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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,254 | $109,905+34.9% | $98,506+50.5% | $167,553-11.5% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 14.86% | 1960.20%-1945.3pp | 1494.92%-1480.1pp | 478.89%-464.0pp |
| Employer contribution / active EE | $9,982 | $3,226+209.4% | $2,961+237.1% | $4,840+106.3% |
| Participant deferral / active EE | $10,609 | $4,674+127.0% | $4,277+148.1% | $6,343+67.3% |
| Admin fee / account holder | $18 | $6,760-99.7% | $5,955-99.7% | $12,316-99.9% |