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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,129 | $150,447-30.1% | $136,298-22.9% | $147,586-28.8% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 13.50% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $8,762 | $5,256+66.7% | $4,696+86.6% | $4,876+79.7% |
| Participant deferral / active EE | $3,235 | $6,631-51.2% | $6,247-48.2% | $5,439-40.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |