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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,078 | $100,938+22.9% | $90,461+37.2% | $158,982-22.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 13.02% | 1727.20%-1714.2pp | 1294.76%-1281.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $8,574 | $3,691+132.3% | $3,264+162.7% | $4,763+80.0% |
| Participant deferral / active EE | $4,313 | $4,350-0.9% | $3,964+8.8% | $5,983-27.9% |
| Admin fee / account holder | $109 | $6,510-98.3% | $5,617-98.1% | $11,252-99.0% |