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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,990 | $84,685+7.4% | $73,836+23.2% | $125,389-27.4% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | 4.18% | 3123.80%-3119.6pp | 2268.06%-2263.9pp | 282.24%-278.1pp |
| Employer contribution / active EE | $5,003 | $3,123+60.2% | $2,787+79.5% | $4,866+2.8% |
| Participant deferral / active EE | $10,549 | $3,993+164.2% | $3,583+194.4% | $5,352+97.1% |
| Admin fee / account holder | $19 | $5,694-99.7% | $4,882-99.6% | $9,541-99.8% |