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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,041 | $135,956-40.4% | $123,894-34.6% | $273,972-70.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 148.05% | 56.63%+91.4pp | 47.52%+100.5pp | 41.46%+106.6pp |
| Employer contribution / active EE | $9,943 | $5,170+92.3% | $4,617+115.4% | $4,869+104.2% |
| Participant deferral / active EE | $10,450 | $6,343+64.8% | $5,984+74.6% | $5,287+97.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |