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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,629 | $88,710+3.3% | $81,783+12.0% | $145,959-37.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.93% | 1027.26%-1015.3pp | 775.05%-763.1pp | 561.95%-550.0pp |
| Employer contribution / active EE | $7,673 | $3,083+148.9% | $2,913+163.4% | $4,661+64.6% |
| Participant deferral / active EE | $5,488 | $4,645+18.1% | $4,320+27.0% | $6,689-18.0% |
| Admin fee / account holder | $281 | $8,407-96.7% | $7,380-96.2% | $13,398-97.9% |