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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,027 | $100,868+55.7% | $90,414+73.7% | $158,931-1.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 11.20% | 1724.58%-1713.4pp | 1293.19%-1282.0pp | 302.86%-291.7pp |
| Employer contribution / active EE | $8,406 | $3,689+127.8% | $3,262+157.7% | $4,761+76.5% |
| Participant deferral / active EE | $5,390 | $4,348+24.0% | $3,963+36.0% | $5,982-9.9% |
| Admin fee / account holder | $260 | $6,502-96.0% | $5,611-95.4% | $11,247-97.7% |