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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,703 | $57,305+208.4% | $86,640+103.9% | $75,173+135.1% |
| Participation rate | 96.2% | 63.2%+32.9pp | 71.7%+24.4pp | 67.2%+29.0pp |
| Annual return | 18.33% | 2674.24%-2655.9pp | 592.52%-574.2pp | 160.72%-142.4pp |
| Employer contribution / active EE | $6,352 | $2,316+174.2% | $3,024+110.0% | $2,671+137.8% |
| Participant deferral / active EE | $9,162 | $3,320+176.0% | $4,438+106.4% | $4,126+122.0% |
| Admin fee / account holder | $25 | $4,116-99.4% | $5,616-99.6% | $5,651-99.6% |