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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,082 | $198,457-60.7% | $170,435-54.2% | $147,586-47.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.13% | 257.30%-242.2pp | 205.94%-190.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $10,264 | $6,183+66.0% | $5,432+89.0% | $4,876+110.5% |
| Participant deferral / active EE | $8,439 | $5,629+49.9% | $4,939+70.9% | $5,439+55.2% |
| Admin fee / account holder | $93 | $16,852-99.5% | $13,881-99.3% | $10,886-99.1% |