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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,900 | $202,342-21.0% | $172,753-7.4% | $152,909+4.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 25.77% | 1029.88%-1004.1pp | 803.00%-777.2pp | 345.46%-319.7pp |
| Employer contribution / active EE | $8,908 | $5,857+52.1% | $5,144+73.2% | $4,764+87.0% |
| Participant deferral / active EE | $8,081 | $5,948+35.9% | $5,198+55.5% | $5,851+38.1% |
| Admin fee / account holder | $15 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |