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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,472 | $149,040+15.7% | $120,225+43.5% | $137,256+25.7% |
| Participation rate | 94.4% | 75.4%+19.0pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 17.11% | 605.68%-588.6pp | 439.23%-422.1pp | 220.34%-203.2pp |
| Employer contribution / active EE | $9,011 | $4,350+107.1% | $3,475+159.3% | $4,156+116.8% |
| Participant deferral / active EE | $11,047 | $4,655+137.3% | $3,999+176.3% | $6,407+72.4% |
| Admin fee / account holder | $2 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |