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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,450 | $100,911+36.2% | $90,440+52.0% | $158,966-13.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 16.62% | 1726.62%-1710.0pp | 1294.38%-1277.8pp | 302.95%-286.3pp |
| Employer contribution / active EE | $7,968 | $3,690+115.9% | $3,263+144.2% | $4,762+67.3% |
| Participant deferral / active EE | $4,662 | $4,348+7.2% | $3,964+17.6% | $5,983-22.1% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |