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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,895 | $68,097+130.4% | $62,929+149.3% | $137,256+14.3% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 15.34% | 1859.11%-1843.8pp | 1063.93%-1048.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,496 | $2,811+24.3% | $2,505+39.6% | $4,156-15.9% |
| Participant deferral / active EE | $9,826 | $4,553+115.8% | $3,888+152.7% | $6,407+53.4% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |