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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,681 | $106,008+45.9% | $92,240+67.7% | $147,586+4.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.91% | 50.05%-31.1pp | 176.29%-157.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $8,664 | $4,333+99.9% | $3,680+135.5% | $4,876+77.7% |
| Participant deferral / active EE | $14,303 | $4,478+219.4% | $3,897+267.0% | $5,439+163.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |