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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,847 | $112,112+52.4% | $95,956+78.0% | $158,950+7.5% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 16.20% | 171.15%-154.9pp | 91.63%-75.4pp | 302.91%-286.7pp |
| Employer contribution / active EE | $4,078 | $3,199+27.5% | $2,541+60.5% | $4,762-14.4% |
| Participant deferral / active EE | $11,205 | $4,784+134.2% | $4,167+168.9% | $5,983+87.3% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |