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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,780 | $99,017+13.9% | $86,587+30.2% | $147,585-23.6% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 15.78% | 1312.37%-1296.6pp | 964.86%-949.1pp | 578.56%-562.8pp |
| Employer contribution / active EE | $1,916 | $3,132-38.8% | $2,839-32.5% | $4,876-60.7% |
| Participant deferral / active EE | $4,371 | $3,972+10.0% | $3,609+21.1% | $5,439-19.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |