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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,430 | $76,608+18.0% | $56,077+61.3% | $145,877-38.0% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 14.93% | 3009.59%-2994.7pp | 1709.28%-1694.3pp | 551.28%-536.4pp |
| Employer contribution / active EE | $2,719 | $1,382+96.8% | $1,040+161.3% | $4,663-41.7% |
| Participant deferral / active EE | $5,543 | $2,624+111.2% | $1,954+183.7% | $6,691-17.2% |
| Admin fee / account holder | $198 | $3,325-94.0% | $2,825-93.0% | $13,402-98.5% |