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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,185 | $58,927+46.3% | $76,823+12.2% | $72,983+18.1% |
| Participation rate | 79.4% | 67.3%+12.1pp | 72.1%+7.3pp | 69.5%+9.9pp |
| Annual return | 20.14% | 2305.64%-2285.5pp | 1166.42%-1146.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $2,384 | $1,787+33.4% | $2,302+3.6% | $2,440-2.3% |
| Participant deferral / active EE | $5,388 | $2,690+100.3% | $3,336+61.5% | $3,608+49.3% |
| Admin fee / account holder | $225 | $4,013-94.4% | $6,422-96.5% | $5,124-95.6% |