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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,974 | $100,911-5.9% | $90,440+5.0% | $158,966-40.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 13.21% | 1726.62%-1713.4pp | 1294.38%-1281.2pp | 302.95%-289.7pp |
| Employer contribution / active EE | $7,375 | $3,690+99.9% | $3,263+126.0% | $4,762+54.9% |
| Participant deferral / active EE | $11,119 | $4,348+155.7% | $3,964+180.5% | $5,983+85.8% |
| Admin fee / account holder | $37 | $6,507-99.4% | $5,615-99.3% | $11,250-99.7% |