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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,239 | $144,130+18.1% | $117,861+44.4% | $147,586+15.3% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 25.21% | 531.20%-506.0pp | 335.11%-309.9pp | 578.59%-553.4pp |
| Employer contribution / active EE | $3,308 | $4,897-32.4% | $3,786-12.6% | $4,876-32.2% |
| Participant deferral / active EE | $8,660 | $5,316+62.9% | $4,482+93.2% | $5,439+59.2% |
| Admin fee / account holder | $7 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |