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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,783 | $198,462-26.5% | $170,439-14.5% | $147,585-1.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.55% | 257.30%-235.7pp | 205.94%-184.4pp | 578.58%-557.0pp |
| Employer contribution / active EE | $10,735 | $6,184+73.6% | $5,433+97.6% | $4,876+120.1% |
| Participant deferral / active EE | $8,184 | $5,629+45.4% | $4,939+65.7% | $5,439+50.5% |
| Admin fee / account holder | $108 | $16,852-99.4% | $13,881-99.2% | $10,886-99.0% |