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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,464 | $181,896-11.8% | $156,551+2.5% | $273,972-41.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 848.14% | 30.74%+817.4pp | 32.23%+815.9pp | 41.46%+806.7pp |
| Employer contribution / active EE | $11,214 | $6,248+79.5% | $5,501+103.8% | $4,869+130.3% |
| Participant deferral / active EE | $4,772 | $5,550-14.0% | $4,871-2.0% | $5,287-9.8% |
| Admin fee / account holder | $18 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |