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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,517 | $88,778+39.1% | $81,844+50.9% | $145,884-15.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 14.34% | 1033.03%-1018.7pp | 778.87%-764.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $7,552 | $3,087+144.6% | $2,916+158.9% | $4,662+62.0% |
| Participant deferral / active EE | $11,021 | $4,648+137.1% | $4,323+154.9% | $6,690+64.8% |
| Admin fee / account holder | $288 | $8,430-96.6% | $7,355-96.1% | $13,392-97.9% |