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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,046 | $209,847-31.4% | $189,520-24.0% | $167,518-14.0% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 41.43% | 748.45%-707.0pp | 555.25%-513.8pp | 478.71%-437.3pp |
| Employer contribution / active EE | $2,255 | $6,913-67.4% | $6,161-63.4% | $4,838-53.4% |
| Participant deferral / active EE | $7,512 | $8,934-15.9% | $8,220-8.6% | $6,342+18.5% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |