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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,001 | $209,422-62.3% | $178,503-55.7% | $158,982-50.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 136.89% | 188.81%-51.9pp | 151.12%-14.2pp | 302.99%-166.1pp |
| Employer contribution / active EE | $12,633 | $5,707+121.4% | $5,011+152.1% | $4,763+165.2% |
| Participant deferral / active EE | $11,570 | $5,955+94.3% | $5,202+122.4% | $5,983+93.4% |
| Admin fee / account holder | $222 | $17,079-98.7% | $13,987-98.4% | $11,252-98.0% |