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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,206 | $171,867-48.7% | $149,721-41.1% | $147,586-40.2% |
| Participation rate | 95.8% | 88.2%+7.6pp | 87.1%+8.8pp | 82.8%+13.0pp |
| Annual return | 22.22% | 2113.36%-2091.1pp | 1501.67%-1479.5pp | 578.59%-556.4pp |
| Employer contribution / active EE | $4,755 | $6,275-24.2% | $5,444-12.7% | $4,876-2.5% |
| Participant deferral / active EE | $10,828 | $7,270+48.9% | $6,568+64.8% | $5,439+99.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |