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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,996 | $96,643+82.1% | $86,617+103.2% | $139,456+26.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 27.93% | 106.57%-78.6pp | 591.91%-564.0pp | 373.45%-345.5pp |
| Employer contribution / active EE | $4,184 | $3,264+28.2% | $3,023+38.4% | $4,753-12.0% |
| Participant deferral / active EE | $9,995 | $4,835+106.7% | $4,437+125.3% | $6,711+48.9% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |