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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,439 | $202,342-29.6% | $172,752-17.5% | $152,897-6.8% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.5%+7.0pp |
| Annual return | 62.33% | 1029.83%-967.5pp | 802.97%-740.6pp | 345.43%-283.1pp |
| Employer contribution / active EE | $5,796 | $5,858-1.1% | $5,144+12.7% | $4,764+21.7% |
| Participant deferral / active EE | $3,960 | $5,948-33.4% | $5,198-23.8% | $5,851-32.3% |
| Admin fee / account holder | $249 | $17,111-98.5% | $13,955-98.2% | $11,599-97.8% |