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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,132 | $165,361-14.0% | $149,715-5.1% | $158,950-10.6% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 59.38% | 348.24%-288.9pp | 276.66%-217.3pp | 302.91%-243.5pp |
| Employer contribution / active EE | $8,044 | $5,103+57.6% | $4,645+73.2% | $4,762+68.9% |
| Participant deferral / active EE | $12,350 | $7,182+72.0% | $6,842+80.5% | $5,983+106.4% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |