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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,596 | $96,419+37.5% | $80,648+64.4% | $139,487-4.9% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 12.99% | 1352.86%-1339.9pp | 937.21%-924.2pp | 373.84%-360.8pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $250 | $6,605-96.2% | $5,382-95.4% | $11,407-97.8% |