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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,919 | $198,457-30.0% | $170,435-18.5% | $147,586-5.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.65% | 257.30%-237.7pp | 205.94%-186.3pp | 578.59%-558.9pp |
| Employer contribution / active EE | $12,038 | $6,183+94.7% | $5,432+121.6% | $4,876+146.9% |
| Participant deferral / active EE | $9,199 | $5,629+63.4% | $4,939+86.2% | $5,439+69.1% |
| Admin fee / account holder | $127 | $16,852-99.2% | $13,881-99.1% | $10,886-98.8% |