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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,701 | $112,121+36.2% | $95,960+59.1% | $158,966-3.9% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 11.65% | 171.16%-159.5pp | 91.63%-80.0pp | 302.95%-291.3pp |
| Employer contribution / active EE | $14,199 | $3,199+343.9% | $2,541+458.7% | $4,762+198.1% |
| Participant deferral / active EE | $11,634 | $4,784+143.2% | $4,167+179.2% | $5,983+94.5% |
| Admin fee / account holder | $3 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |