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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,912 | $150,445+17.6% | $136,297+29.8% | $147,585+19.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.59% | 1049.14%-1033.5pp | 5156.16%-5140.6pp | 578.57%-563.0pp |
| Employer contribution / active EE | $3,667 | $5,256-30.2% | $4,696-21.9% | $4,876-24.8% |
| Participant deferral / active EE | $5,517 | $6,631-16.8% | $6,247-11.7% | $5,439+1.4% |
| Admin fee / account holder | $109 | $10,906-99.0% | $9,244-98.8% | $10,885-99.0% |