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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,867 | $144,130+15.8% | $117,861+41.6% | $147,586+13.1% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 18.58% | 531.20%-512.6pp | 335.11%-316.5pp | 578.59%-560.0pp |
| Employer contribution / active EE | $3,854 | $4,897-21.3% | $3,786+1.8% | $4,876-21.0% |
| Participant deferral / active EE | $7,971 | $5,316+49.9% | $4,482+77.8% | $5,439+46.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |