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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,437 | $88,778+120.1% | $81,844+138.8% | $145,884+34.0% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 14.32% | 1033.03%-1018.7pp | 778.87%-764.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $4,737 | $3,087+53.5% | $2,916+62.4% | $4,662+1.6% |
| Participant deferral / active EE | $6,000 | $4,648+29.1% | $4,323+38.8% | $6,690-10.3% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |