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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,853 | $100,895+82.2% | $90,430+103.3% | $158,950+15.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 17.18% | 1725.54%-1708.4pp | 1293.73%-1276.5pp | 302.91%-285.7pp |
| Employer contribution / active EE | $9,603 | $3,689+160.3% | $3,262+194.4% | $4,762+101.7% |
| Participant deferral / active EE | $6,019 | $4,347+38.5% | $3,963+51.9% | $5,983+0.6% |
| Admin fee / account holder | -$177 | $6,505-102.7% | $5,613-103.1% | $11,248-101.6% |