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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,548 | $198,461-18.6% | $170,436-5.2% | $147,585+9.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 28.03% | 257.30%-229.3pp | 205.94%-177.9pp | 578.57%-550.5pp |
| Employer contribution / active EE | $8,713 | $6,184+40.9% | $5,433+60.4% | $4,876+78.7% |
| Participant deferral / active EE | $12,833 | $5,629+128.0% | $4,939+159.8% | $5,439+136.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |