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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,670 | $96,361+3.4% | $80,607+23.6% | $139,456-28.5% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 16.22% | 1350.95%-1334.7pp | 936.11%-919.9pp | 373.45%-357.2pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,736 | $5,232-9.5% | $4,448+6.5% | $6,711-29.4% |
| Admin fee / account holder | $188 | $6,601-97.2% | $5,379-96.5% | $11,407-98.4% |