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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,813 | $76,522+54.0% | $56,033+110.3% | $145,884-19.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 15.10% | 3014.28%-2999.2pp | 1711.38%-1696.3pp | 551.85%-536.7pp |
| Employer contribution / active EE | $3,365 | $1,382+143.4% | $1,041+223.2% | $4,662-27.8% |
| Participant deferral / active EE | $6,735 | $2,624+156.7% | $1,954+244.7% | $6,690+0.7% |
| Admin fee / account holder | $8 | $3,328-99.8% | $2,827-99.7% | $13,392-99.9% |