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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,845 | $100,938+36.6% | $90,461+52.4% | $158,982-13.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 11.41% | 1727.20%-1715.8pp | 1294.76%-1283.4pp | 302.99%-291.6pp |
| Employer contribution / active EE | $4,727 | $3,691+28.1% | $3,264+44.8% | $4,763-0.8% |
| Participant deferral / active EE | $3,816 | $4,350-12.3% | $3,964-3.7% | $5,983-36.2% |
| Admin fee / account holder | $33 | $6,510-99.5% | $5,617-99.4% | $11,252-99.7% |