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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,141 | $202,342-9.5% | $172,753+6.0% | $152,909+19.8% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 45.44% | 1029.88%-984.4pp | 803.00%-757.6pp | 345.46%-300.0pp |
| Employer contribution / active EE | $9,021 | $5,857+54.0% | $5,144+75.4% | $4,764+89.4% |
| Participant deferral / active EE | $9,913 | $5,948+66.6% | $5,198+90.7% | $5,851+69.4% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |