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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,155 | $96,419+27.7% | $80,648+52.7% | $139,487-11.7% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 25.91% | 1352.86%-1327.0pp | 937.21%-911.3pp | 373.84%-347.9pp |
| Employer contribution / active EE | $1,237 | $3,261-62.1% | $2,724-54.6% | $4,755-74.0% |
| Participant deferral / active EE | $8,506 | $5,225+62.8% | $4,443+91.4% | $6,713+26.7% |
| Admin fee / account holder | $6 | $6,605-99.9% | $5,382-99.9% | $11,407-100.0% |