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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,634 | $88,778+78.7% | $81,844+93.8% | $145,884+8.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 24.47% | 1033.03%-1008.6pp | 778.87%-754.4pp | 551.85%-527.4pp |
| Employer contribution / active EE | $2,453 | $3,087-20.6% | $2,916-15.9% | $4,662-47.4% |
| Participant deferral / active EE | $8,663 | $4,648+86.4% | $4,323+100.4% | $6,690+29.5% |
| Admin fee / account holder | $55 | $8,430-99.3% | $7,355-99.3% | $13,392-99.6% |