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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,742 | $96,691+78.7% | $86,656+99.3% | $139,487+23.8% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 15.49% | 106.87%-91.4pp | 593.09%-577.6pp | 373.84%-358.4pp |
| Employer contribution / active EE | $2,519 | $3,267-22.9% | $3,025-16.7% | $4,755-47.0% |
| Participant deferral / active EE | $12,391 | $4,838+156.1% | $4,439+179.1% | $6,713+84.6% |
| Admin fee / account holder | $32 | $6,414-99.5% | $5,619-99.4% | $11,407-99.7% |