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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,029 | $73,421+130.2% | $66,439+154.4% | $155,188+8.9% |
| Participation rate | 80.0% | 79.7%+0.3pp | 74.5%+5.5pp | 80.8%-0.8pp |
| Annual return | 10.14% | 1382.37%-1372.2pp | 757.66%-747.5pp | 148.84%-138.7pp |
| Employer contribution / active EE | $7,292 | $3,039+140.0% | $2,637+176.6% | $4,248+71.7% |
| Participant deferral / active EE | $9,464 | $4,680+102.2% | $3,876+144.2% | $6,531+44.9% |
| Admin fee / account holder | $185 | $8,856-97.9% | $6,173-97.0% | $14,480-98.7% |