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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,857 | $168,635-39.0% | $147,617-30.3% | $125,389-18.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 135.85% | 77.65%+58.2pp | 61.98%+73.9pp | 282.24%-146.4pp |
| Employer contribution / active EE | $11,527 | $6,252+84.4% | $5,564+107.1% | $4,866+136.9% |
| Participant deferral / active EE | $8,058 | $5,507+46.3% | $4,895+64.6% | $5,352+50.6% |
| Admin fee / account holder | $139 | $13,580-99.0% | $11,612-98.8% | $9,541-98.5% |