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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,206 | $111,535+25.7% | $105,223+33.2% | $137,256+2.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 429.92% | 237.85%+192.1pp | 180.65%+249.3pp | 220.34%+209.6pp |
| Employer contribution / active EE | $2,227 | $3,939-43.5% | $3,689-39.6% | $4,156-46.4% |
| Participant deferral / active EE | $2,643 | $5,500-51.9% | $5,072-47.9% | $6,407-58.7% |
| Admin fee / account holder | $13 | $9,721-99.9% | $8,859-99.8% | $12,270-99.9% |