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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,361 | $150,447-43.3% | $136,298-37.4% | $147,586-42.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 18.69% | 1049.15%-1030.5pp | 5156.27%-5137.6pp | 578.59%-559.9pp |
| Employer contribution / active EE | $7,293 | $5,256+38.7% | $4,696+55.3% | $4,876+49.6% |
| Participant deferral / active EE | $3,042 | $6,631-54.1% | $6,247-51.3% | $5,439-44.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |