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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,997 | $88,778+144.4% | $81,844+165.1% | $145,884+48.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 11.19% | 1033.03%-1021.8pp | 778.87%-767.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $787 | $3,087-74.5% | $2,916-73.0% | $4,662-83.1% |
| Participant deferral / active EE | $1,240 | $4,648-73.3% | $4,323-71.3% | $6,690-81.5% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |