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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,756 | $96,678+33.2% | $86,640+48.6% | $139,466-7.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 11.98% | 106.69%-94.7pp | 592.52%-580.5pp | 373.66%-361.7pp |
| Employer contribution / active EE | $3,737 | $3,265+14.5% | $3,024+23.6% | $4,754-21.4% |
| Participant deferral / active EE | $5,476 | $4,837+13.2% | $4,438+23.4% | $6,712-18.4% |
| Admin fee / account holder | $282 | $6,410-95.6% | $5,616-95.0% | $11,409-97.5% |