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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,532 | $100,895+2.6% | $90,430+14.5% | $158,950-34.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 13.31% | 1725.54%-1712.2pp | 1293.73%-1280.4pp | 302.91%-289.6pp |
| Employer contribution / active EE | $4,224 | $3,689+14.5% | $3,262+29.5% | $4,762-11.3% |
| Participant deferral / active EE | $6,700 | $4,347+54.1% | $3,963+69.1% | $5,983+12.0% |
| Admin fee / account holder | $18 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |