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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,134 | $157,304-27.4% | $141,197-19.2% | $152,909-25.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 69.32% | 64.34%+5.0pp | 71.41%-2.1pp | 345.46%-276.1pp |
| Employer contribution / active EE | $15,169 | $5,263+188.3% | $4,736+220.3% | $4,764+218.4% |
| Participant deferral / active EE | $13,100 | $7,111+84.2% | $6,710+95.2% | $5,851+123.9% |
| Admin fee / account holder | $11 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |