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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,795 | $198,457-22.5% | $170,435-9.8% | $147,586+4.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.32% | 257.30%-236.0pp | 205.94%-184.6pp | 578.59%-557.3pp |
| Employer contribution / active EE | $10,730 | $6,183+73.5% | $5,432+97.5% | $4,876+120.0% |
| Participant deferral / active EE | $11,881 | $5,629+111.0% | $4,939+140.5% | $5,439+118.4% |
| Admin fee / account holder | $61 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |