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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,044 | $223,823-37.0% | $211,142-33.2% | $154,746-8.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 95.46% | 50.39%+45.1pp | 46.84%+48.6pp | 172.34%-76.9pp |
| Employer contribution / active EE | $3,607 | $6,787-46.9% | $6,442-44.0% | $4,379-17.6% |
| Participant deferral / active EE | $16,830 | $9,750+72.6% | $9,284+81.3% | $6,730+150.1% |
| Admin fee / account holder | $212 | $19,707-98.9% | $19,076-98.9% | $14,365-98.5% |