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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,909 | $97,732+41.1% | $83,831+64.5% | $135,380+1.9% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | 4.12% | 1287.56%-1283.4pp | 850.99%-846.9pp | 519.81%-515.7pp |
| Employer contribution / active EE | $9,133 | $4,222+116.3% | $3,631+151.5% | $4,779+91.1% |
| Participant deferral / active EE | $6,073 | $4,683+29.7% | $4,082+48.8% | $5,609+8.3% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |