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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,974 | $108,912+35.9% | $100,383+47.4% | $145,959+1.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.41% | 57.96%-46.6pp | 49.26%-37.9pp | 561.95%-550.5pp |
| Employer contribution / active EE | $6,919 | $4,423+56.4% | $3,944+75.4% | $4,661+48.5% |
| Participant deferral / active EE | $15,930 | $8,451+88.5% | $8,086+97.0% | $6,689+138.2% |
| Admin fee / account holder | $25 | $9,690-99.7% | $7,900-99.7% | $13,398-99.8% |