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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,845 | $100,895+36.6% | $90,430+52.4% | $158,950-13.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 11.41% | 1725.54%-1714.1pp | 1293.73%-1282.3pp | 302.91%-291.5pp |
| Employer contribution / active EE | $4,727 | $3,689+28.1% | $3,262+44.9% | $4,762-0.7% |
| Participant deferral / active EE | $3,816 | $4,347-12.2% | $3,963-3.7% | $5,983-36.2% |
| Admin fee / account holder | $33 | $6,505-99.5% | $5,613-99.4% | $11,248-99.7% |