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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,536 | $144,130+6.5% | $117,861+30.3% | $147,586+4.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 9.75% | 531.20%-521.4pp | 335.11%-325.4pp | 578.59%-568.8pp |
| Employer contribution / active EE | $13,198 | $4,897+169.5% | $3,786+248.6% | $4,876+170.7% |
| Participant deferral / active EE | $9,318 | $5,316+75.3% | $4,482+107.9% | $5,439+71.3% |
| Admin fee / account holder | $16 | $10,887-99.9% | $8,021-99.8% | $10,886-99.9% |