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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,117 | $88,778+17.3% | $81,844+27.2% | $145,884-28.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 11.98% | 1033.03%-1021.0pp | 778.87%-766.9pp | 551.85%-539.9pp |
| Employer contribution / active EE | $8,043 | $3,087+160.5% | $2,916+175.8% | $4,662+72.5% |
| Participant deferral / active EE | $8,443 | $4,648+81.6% | $4,323+95.3% | $6,690+26.2% |
| Admin fee / account holder | $160 | $8,430-98.1% | $7,355-97.8% | $13,392-98.8% |