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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,389 | $76,634+46.7% | $56,054+100.5% | $145,978-23.0% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 11.39% | 3004.33%-2992.9pp | 1705.95%-1694.6pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,525 | $1,380+10.5% | $1,039+46.8% | $4,662-67.3% |
| Participant deferral / active EE | $3,714 | $2,622+41.6% | $1,952+90.2% | $6,690-44.5% |
| Admin fee / account holder | $89 | $3,321-97.3% | $2,822-96.8% | $13,400-99.3% |