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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,671 | $57,330+65.1% | $86,656+9.3% | $75,177+25.9% |
| Participation rate | 81.5% | 63.2%+18.3pp | 71.7%+9.8pp | 67.2%+14.3pp |
| Annual return | 18.92% | 2675.40%-2656.5pp | 593.09%-574.2pp | 160.75%-141.8pp |
| Employer contribution / active EE | $2,791 | $2,316+20.5% | $3,025-7.7% | $2,671+4.5% |
| Participant deferral / active EE | $5,063 | $3,320+52.5% | $4,439+14.1% | $4,126+22.7% |
| Admin fee / account holder | $1 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |