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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,706 | $100,938+82.0% | $90,461+103.1% | $158,982+15.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 13.83% | 1727.20%-1713.4pp | 1294.76%-1280.9pp | 302.99%-289.2pp |
| Employer contribution / active EE | $9,291 | $3,691+151.7% | $3,264+184.7% | $4,763+95.1% |
| Participant deferral / active EE | $9,291 | $4,350+113.6% | $3,964+134.4% | $5,983+55.3% |
| Admin fee / account holder | $119 | $6,510-98.2% | $5,617-97.9% | $11,252-98.9% |