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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,884 | $100,895+34.7% | $90,430+50.3% | $158,950-14.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.00% | 1725.54%-1710.5pp | 1293.73%-1278.7pp | 302.91%-287.9pp |
| Employer contribution / active EE | $1,905 | $3,689-48.4% | $3,262-41.6% | $4,762-60.0% |
| Participant deferral / active EE | $6,836 | $4,347+57.3% | $3,963+72.5% | $5,983+14.3% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |