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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,056 | $60,393+232.9% | $81,820+145.7% | $74,429+170.1% |
| Participation rate | 89.3% | 62.9%+26.4pp | 72.4%+16.9pp | 67.2%+22.1pp |
| Annual return | 14.71% | 16.89%-2.2pp | 777.93%-763.2pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $4,253 | $2,626+61.9% | $2,915+45.9% | $2,625+62.0% |
| Participant deferral / active EE | $4,840 | $3,397+42.5% | $4,323+12.0% | $4,348+11.3% |
| Admin fee / account holder | $25 | $1,491-98.3% | $7,391-99.7% | $1,944-98.7% |