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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,419 | $198,457-39.8% | $170,435-29.9% | $147,586-19.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.28% | 257.30%-241.0pp | 205.94%-189.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $11,542 | $6,183+86.7% | $5,432+112.5% | $4,876+136.7% |
| Participant deferral / active EE | $8,397 | $5,629+49.2% | $4,939+70.0% | $5,439+54.4% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |