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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,437 | $88,702+120.3% | $81,780+139.0% | $145,978+33.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 14.32% | 1029.12%-1014.8pp | 776.27%-761.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $4,737 | $3,084+53.6% | $2,914+62.6% | $4,662+1.6% |
| Participant deferral / active EE | $6,000 | $4,645+29.2% | $4,321+38.9% | $6,690-10.3% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |