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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,561 | $156,398-53.6% | $147,318-50.7% | $138,895-47.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 183.97% | 78.75%+105.2pp | 70.43%+113.5pp | 145.39%+38.6pp |
| Employer contribution / active EE | $15,513 | $4,853+219.6% | $4,593+237.8% | $4,194+269.9% |
| Participant deferral / active EE | $4,112 | $8,237-50.1% | $7,906-48.0% | $6,396-35.7% |
| Admin fee / account holder | $261 | $14,976-98.3% | $13,708-98.1% | $12,562-97.9% |