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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,412 | $112,915+50.0% | $90,965+86.2% | $158,950+6.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.58% | 215.75%-205.2pp | 134.57%-124.0pp | 302.91%-292.3pp |
| Employer contribution / active EE | $11,667 | $2,894+303.1% | $2,122+449.7% | $4,762+145.0% |
| Participant deferral / active EE | $17,556 | $4,128+325.3% | $3,373+420.5% | $5,983+193.5% |
| Admin fee / account holder | $16 | $8,044-99.8% | $5,960-99.7% | $11,248-99.9% |