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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,222 | $115,903+10.6% | $100,528+27.5% | $158,966-19.3% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 104.04% | 34.80%+69.2pp | 30.90%+73.1pp | 302.95%-198.9pp |
| Employer contribution / active EE | $11,864 | $4,105+189.0% | $3,419+247.0% | $4,762+149.1% |
| Participant deferral / active EE | $15,699 | $6,677+135.1% | $6,271+150.3% | $5,983+162.4% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |