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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,318 | $100,938-0.6% | $90,461+10.9% | $158,982-36.9% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.5pp | 82.0%+6.3pp |
| Annual return | 9.02% | 1727.20%-1718.2pp | 1294.76%-1285.7pp | 302.99%-294.0pp |
| Employer contribution / active EE | $3,507 | $3,691-5.0% | $3,264+7.4% | $4,763-26.4% |
| Participant deferral / active EE | $5,376 | $4,350+23.6% | $3,964+35.6% | $5,983-10.1% |
| Admin fee / account holder | $225 | $6,510-96.5% | $5,617-96.0% | $11,252-98.0% |