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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,936 | $176,688+36.9% | $130,660+85.2% | $152,909+58.2% |
| Participation rate | 92.3% | 79.0%+13.3pp | 71.7%+20.6pp | 82.5%+9.9pp |
| Annual return | 21.93% | 2693.08%-2671.2pp | 1709.29%-1687.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $5,203 | $5,743-9.4% | $4,092+27.1% | $4,764+9.2% |
| Participant deferral / active EE | $10,406 | $4,362+138.6% | $3,603+188.8% | $5,851+77.8% |
| Admin fee / account holder | $9 | $7,131-99.9% | $5,463-99.8% | $11,601-99.9% |