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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,365 | $176,077-31.6% | $159,455-24.5% | $167,518-28.1% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 26.34% | 331.83%-305.5pp | 263.63%-237.3pp | 478.71%-452.4pp |
| Employer contribution / active EE | $7,938 | $5,298+49.8% | $4,830+64.3% | $4,838+64.1% |
| Participant deferral / active EE | $13,293 | $7,751+71.5% | $7,353+80.8% | $6,342+109.6% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |