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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,877 | $88,710+57.7% | $81,783+71.0% | $145,959-4.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 11.39% | 1027.26%-1015.9pp | 775.05%-763.7pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,193 | $3,083-28.9% | $2,913-24.7% | $4,661-52.9% |
| Participant deferral / active EE | $12,828 | $4,645+176.2% | $4,320+196.9% | $6,689+91.8% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,380-99.7% | $13,398-99.9% |