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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,795 | $156,963+4.4% | $121,204+35.1% | $139,466+17.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 17.41% | 1476.75%-1459.3pp | 987.18%-969.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $2,308 | $5,544-58.4% | $4,170-44.7% | $4,754-51.5% |
| Participant deferral / active EE | $4,169 | $4,848-14.0% | $4,083+2.1% | $6,712-37.9% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |