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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,870 | $112,131+30.1% | $95,964+52.0% | $158,982-8.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.91% | 171.19%-156.3pp | 91.64%-76.7pp | 302.99%-288.1pp |
| Employer contribution / active EE | $8,262 | $3,199+158.3% | $2,541+225.1% | $4,763+73.5% |
| Participant deferral / active EE | $4,939 | $4,784+3.2% | $4,167+18.5% | $5,983-17.5% |
| Admin fee / account holder | $11 | $10,136-99.9% | $6,797-99.8% | $11,252-99.9% |