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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,826 | $111,535+29.0% | $105,223+36.7% | $137,256+4.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.69% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,623 | $3,939+17.3% | $3,689+25.3% | $4,156+11.2% |
| Participant deferral / active EE | $10,003 | $5,500+81.9% | $5,072+97.2% | $6,407+56.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |