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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,245 | $111,535+38.3% | $105,223+46.6% | $137,256+12.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.10% | 237.85%-217.8pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $13,341 | $3,939+238.6% | $3,689+261.7% | $4,156+221.0% |
| Participant deferral / active EE | $15,832 | $5,500+187.9% | $5,072+212.2% | $6,407+147.1% |
| Admin fee / account holder | $15 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |