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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,311 | $88,815+110.9% | $81,882+128.8% | $145,897+28.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 12.79% | 1033.75%-1021.0pp | 779.47%-766.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,375 | $3,086-55.5% | $2,916-52.9% | $4,663-70.5% |
| Participant deferral / active EE | $8,897 | $4,647+91.4% | $4,323+105.8% | $6,689+33.0% |
| Admin fee / account holder | $6 | $8,434-99.9% | $7,360-99.9% | $13,390-100.0% |