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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,919 | $97,732+68.7% | $83,831+96.7% | $135,380+21.8% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | 5.16% | 1287.56%-1282.4pp | 850.99%-845.8pp | 519.81%-514.6pp |
| Employer contribution / active EE | $7,215 | $4,222+70.9% | $3,631+98.7% | $4,779+51.0% |
| Participant deferral / active EE | $9,387 | $4,683+100.4% | $4,082+130.0% | $5,609+67.3% |
| Admin fee / account holder | $34 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |