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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,950 | $132,634+40.2% | $115,768+60.6% | $137,256+35.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.05% | 160.70%-144.7pp | 100.46%-84.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,832 | $3,360+43.8% | $2,940+64.4% | $4,156+16.3% |
| Participant deferral / active EE | $5,647 | $5,619+0.5% | $4,917+14.9% | $6,407-11.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |