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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,340 | $118,708+43.5% | $98,920+72.2% | $158,982+7.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 15.69% | 372.49%-356.8pp | 196.47%-180.8pp | 302.99%-287.3pp |
| Employer contribution / active EE | $3,938 | $3,334+18.1% | $2,689+46.4% | $4,763-17.3% |
| Participant deferral / active EE | $6,040 | $5,089+18.7% | $4,245+42.3% | $5,983+1.0% |
| Admin fee / account holder | $6 | $10,134-99.9% | $6,643-99.9% | $11,252-99.9% |