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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,843 | $96,388+26.4% | $80,627+51.1% | $139,466-12.6% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 23.19% | 1352.08%-1328.9pp | 936.76%-913.6pp | 373.66%-350.5pp |
| Employer contribution / active EE | $7,345 | $3,260+125.3% | $2,723+169.8% | $4,754+54.5% |
| Participant deferral / active EE | $12,445 | $5,224+138.2% | $4,443+180.1% | $6,712+85.4% |
| Admin fee / account holder | $273 | $6,603-95.9% | $5,381-94.9% | $11,409-97.6% |