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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,256 | $88,815+136.7% | $81,882+156.8% | $145,897+44.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 10.02% | 1033.75%-1023.7pp | 779.47%-769.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $10,565 | $3,086+242.3% | $2,916+262.3% | $4,663+126.6% |
| Participant deferral / active EE | $5,581 | $4,647+20.1% | $4,323+29.1% | $6,689-16.6% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |