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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,941 | $100,911+27.8% | $90,440+42.6% | $158,966-18.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 13.49% | 1726.62%-1713.1pp | 1294.38%-1280.9pp | 302.95%-289.5pp |
| Employer contribution / active EE | $4,365 | $3,690+18.3% | $3,263+33.8% | $4,762-8.3% |
| Participant deferral / active EE | $6,431 | $4,348+47.9% | $3,964+62.3% | $5,983+7.5% |
| Admin fee / account holder | $118 | $6,507-98.2% | $5,615-97.9% | $11,250-99.0% |