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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,272 | $112,131+0.1% | $95,964+17.0% | $158,982-29.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.01% | 171.19%-145.2pp | 91.64%-65.6pp | 302.99%-277.0pp |
| Employer contribution / active EE | $10,567 | $3,199+230.3% | $2,541+315.8% | $4,763+121.9% |
| Participant deferral / active EE | $15,786 | $4,784+230.0% | $4,167+278.9% | $5,983+163.8% |
| Admin fee / account holder | $19 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |