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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,811 | $100,895+14.8% | $90,430+28.1% | $158,950-27.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.09% | 1725.54%-1708.5pp | 1293.73%-1276.6pp | 302.91%-285.8pp |
| Employer contribution / active EE | $9,323 | $3,689+152.7% | $3,262+185.8% | $4,762+95.8% |
| Participant deferral / active EE | $14,804 | $4,347+240.5% | $3,963+273.6% | $5,983+147.4% |
| Admin fee / account holder | $268 | $6,505-95.9% | $5,613-95.2% | $11,248-97.6% |