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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,407 | $105,145+36.4% | $94,664+51.5% | $139,466+2.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 27.67% | 38.09%-10.4pp | 156.84%-129.2pp | 373.66%-346.0pp |
| Employer contribution / active EE | $10,341 | $4,107+151.8% | $3,673+181.5% | $4,754+117.5% |
| Participant deferral / active EE | $8,567 | $7,599+12.7% | $7,417+15.5% | $6,712+27.6% |
| Admin fee / account holder | $242 | $8,972-97.3% | $7,222-96.6% | $11,409-97.9% |