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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,375 | $100,868+64.0% | $90,414+82.9% | $158,931+4.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 19.98% | 1724.58%-1704.6pp | 1293.19%-1273.2pp | 302.86%-282.9pp |
| Employer contribution / active EE | $11,195 | $3,689+203.4% | $3,262+243.1% | $4,761+135.1% |
| Participant deferral / active EE | $12,892 | $4,348+196.5% | $3,963+225.3% | $5,982+115.5% |
| Admin fee / account holder | $6 | $6,502-99.9% | $5,611-99.9% | $11,247-99.9% |