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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,094 | $181,896-20.2% | $156,551-7.3% | $273,972-47.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 172.38% | 30.74%+141.6pp | 32.23%+140.1pp | 41.46%+130.9pp |
| Employer contribution / active EE | $17,855 | $6,248+185.8% | $5,501+224.6% | $4,869+266.7% |
| Participant deferral / active EE | $16,892 | $5,550+204.4% | $4,871+246.8% | $5,287+219.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |