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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,746 | $76,368+56.8% | $67,681+76.9% | $154,746-22.6% |
| Participation rate | 70.0% | 79.0%-9.0pp | 73.7%-3.7pp | 80.7%-10.7pp |
| Annual return | 18.31% | 1066.77%-1048.5pp | 590.58%-572.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $7,477 | $3,151+137.3% | $2,678+179.2% | $4,379+70.7% |
| Participant deferral / active EE | $4,931 | $4,824+2.2% | $3,976+24.0% | $6,730-26.7% |
| Admin fee / account holder | $160 | $8,559-98.1% | $6,100-97.4% | $14,365-98.9% |