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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,436 | $68,097+16.7% | $62,929+26.2% | $137,256-42.1% |
| Participation rate | 93.8% | 77.4%+16.3pp | 73.1%+20.6pp | 80.0%+13.8pp |
| Annual return | 17.62% | 1859.11%-1841.5pp | 1063.93%-1046.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,773 | $2,811-1.4% | $2,505+10.7% | $4,156-33.3% |
| Participant deferral / active EE | $8,862 | $4,553+94.7% | $3,888+127.9% | $6,407+38.3% |
| Admin fee / account holder | $68 | $6,521-99.0% | $5,065-98.7% | $12,270-99.4% |