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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,617 | $88,815+95.5% | $81,882+112.0% | $145,897+19.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.31% | 1033.75%-1020.4pp | 779.47%-766.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $4,279 | $3,086+38.6% | $2,916+46.7% | $4,663-8.2% |
| Participant deferral / active EE | $7,190 | $4,647+54.7% | $4,323+66.3% | $6,689+7.5% |
| Admin fee / account holder | $41 | $8,434-99.5% | $7,360-99.4% | $13,390-99.7% |