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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,989 | $101,499+16.2% | $147,005-19.7% | $74,546+58.3% |
| Participation rate | 95.8% | 75.5%+20.3pp | 82.2%+13.7pp | 67.2%+28.6pp |
| Annual return | 14.33% | 8732.34%-8718.0pp | 418.76%-404.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $4,927 | $3,811+29.3% | $4,934-0.1% | $2,624+87.7% |
| Participant deferral / active EE | $5,683 | $7,304-22.2% | $8,070-29.6% | $4,347+30.7% |
| Admin fee / account holder | $35 | $1,748-98.0% | $13,006-99.7% | $1,944-98.2% |