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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,441 | $138,076+22.7% | $123,553+37.1% | $135,380+25.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.04% | 153.70%-147.7pp | 119.21%-113.2pp | 519.81%-513.8pp |
| Employer contribution / active EE | $11,966 | $5,152+132.3% | $4,628+158.6% | $4,779+150.4% |
| Participant deferral / active EE | $11,938 | $6,800+75.6% | $6,426+85.8% | $5,609+112.8% |
| Admin fee / account holder | $48 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |