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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,835 | $108,882+30.3% | $96,754+46.6% | $154,746-8.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.17% | 98.39%-81.2pp | 82.04%-64.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $8,024 | $3,018+165.8% | $2,679+199.5% | $4,379+83.2% |
| Participant deferral / active EE | $25,375 | $5,323+376.7% | $4,758+433.3% | $6,730+277.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |