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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,740 | $70,121+50.8% | $63,803+65.7% | $138,895-23.9% |
| Participation rate | 85.7% | 77.2%+8.5pp | 72.7%+13.0pp | 79.9%+5.8pp |
| Annual return | 20.16% | 946.48%-926.3pp | 543.72%-523.6pp | 145.39%-125.2pp |
| Employer contribution / active EE | $6,864 | $2,882+138.1% | $2,532+171.0% | $4,194+63.6% |
| Participant deferral / active EE | $7,856 | $4,535+73.2% | $3,843+104.4% | $6,396+22.8% |
| Admin fee / account holder | $36 | $6,738-99.5% | $5,196-99.3% | $12,562-99.7% |