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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,517 | $88,702+39.2% | $81,780+51.0% | $145,978-15.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 14.34% | 1029.12%-1014.8pp | 776.27%-761.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $7,552 | $3,084+144.8% | $2,914+159.2% | $4,662+62.0% |
| Participant deferral / active EE | $11,021 | $4,645+137.3% | $4,321+155.1% | $6,690+64.8% |
| Admin fee / account holder | $288 | $8,414-96.6% | $7,384-96.1% | $13,400-97.9% |