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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,953 | $72,403+28.4% | $67,524+37.7% | $145,978-36.3% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 13.15% | 7197.23%-7184.1pp | 3519.41%-3506.3pp | 550.52%-537.4pp |
| Employer contribution / active EE | $4,541 | $3,072+47.8% | $2,734+66.1% | $4,662-2.6% |
| Participant deferral / active EE | $10,813 | $4,782+126.1% | $4,001+170.2% | $6,690+61.6% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |