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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,510 | $197,637-25.9% | $177,848-17.6% | $158,982-7.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.05% | 58.77%-45.7pp | 48.33%-35.3pp | 302.99%-289.9pp |
| Employer contribution / active EE | $15,163 | $6,698+126.4% | $5,919+156.2% | $4,763+218.4% |
| Participant deferral / active EE | $11,045 | $8,405+31.4% | $7,714+43.2% | $5,983+84.6% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |