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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,328 | $108,911+47.2% | $100,392+59.7% | $145,884+9.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.93% | 58.23%-46.3pp | 49.45%-37.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $9,310 | $4,420+110.6% | $3,941+136.2% | $4,662+99.7% |
| Participant deferral / active EE | $15,565 | $8,459+84.0% | $8,090+92.4% | $6,690+132.7% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |