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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,380 | $112,112+12.7% | $95,956+31.7% | $158,950-20.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.50% | 171.15%-154.6pp | 91.63%-75.1pp | 302.91%-286.4pp |
| Employer contribution / active EE | $7,504 | $3,199+134.6% | $2,541+195.3% | $4,762+57.6% |
| Participant deferral / active EE | $8,384 | $4,784+75.3% | $4,167+101.2% | $5,983+40.1% |
| Admin fee / account holder | $17 | $10,134-99.8% | $6,797-99.8% | $11,248-99.9% |