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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,441 | $150,4470% | $136,298+10.4% | $147,586+1.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.95% | 1049.15%-1026.2pp | 5156.27%-5133.3pp | 578.59%-555.6pp |
| Employer contribution / active EE | $4,951 | $5,256-5.8% | $4,696+5.4% | $4,876+1.5% |
| Participant deferral / active EE | $7,312 | $6,631+10.3% | $6,247+17.0% | $5,439+34.4% |
| Admin fee / account holder | $100 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |