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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,624 | $171,867-12.4% | $149,716+0.6% | $147,585+2.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 20.86% | 2113.36%-2092.5pp | 1501.67%-1480.8pp | 578.58%-557.7pp |
| Employer contribution / active EE | $2,795 | $6,275-55.5% | $5,444-48.7% | $4,876-42.7% |
| Participant deferral / active EE | $8,089 | $7,270+11.3% | $6,568+23.1% | $5,439+48.7% |
| Admin fee / account holder | $28 | $13,799-99.8% | $11,282-99.7% | $10,886-99.7% |