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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,567 | $88,754+86.5% | $81,820+102.4% | $145,877+13.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.64% | 1031.77%-1018.1pp | 777.93%-764.3pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,742 | $3,085+21.3% | $2,915+28.4% | $4,663-19.8% |
| Participant deferral / active EE | $9,828 | $4,648+111.5% | $4,323+127.4% | $6,691+46.9% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |