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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,010 | $68,097+32.2% | $62,929+43.0% | $137,256-34.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.78% | 1859.11%-1840.3pp | 1063.93%-1045.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,032 | $2,811+43.4% | $2,505+61.0% | $4,156-3.0% |
| Participant deferral / active EE | $9,998 | $4,553+119.6% | $3,888+157.1% | $6,407+56.0% |
| Admin fee / account holder | $70 | $6,521-98.9% | $5,065-98.6% | $12,270-99.4% |