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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,196 | $88,778+59.0% | $81,844+72.5% | $145,884-3.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 12.13% | 1033.03%-1020.9pp | 778.87%-766.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $4,002 | $3,087+29.7% | $2,916+37.2% | $4,662-14.2% |
| Participant deferral / active EE | $8,999 | $4,648+93.6% | $4,323+108.1% | $6,690+34.5% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |