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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,864 | $112,112+45.3% | $95,956+69.7% | $158,950+2.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.34% | 171.15%-155.8pp | 91.63%-76.3pp | 302.91%-287.6pp |
| Employer contribution / active EE | $8,568 | $3,199+167.8% | $2,541+237.2% | $4,762+79.9% |
| Participant deferral / active EE | $6,689 | $4,784+39.8% | $4,167+60.5% | $5,983+11.8% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |