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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,953 | $72,446+28.3% | $67,561+37.6% | $145,877-36.3% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 13.15% | 7211.98%-7198.8pp | 3525.44%-3512.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $4,541 | $3,072+47.8% | $2,735+66.0% | $4,663-2.6% |
| Participant deferral / active EE | $10,813 | $4,785+126.0% | $4,003+170.1% | $6,691+61.6% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |