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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,627 | $150,446+60.6% | $136,297+77.3% | $147,585+63.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 23.52% | 1049.14%-1025.6pp | 5156.19%-5132.7pp | 578.58%-555.1pp |
| Employer contribution / active EE | $1,534 | $5,256-70.8% | $4,696-67.3% | $4,876-68.5% |
| Participant deferral / active EE | $8,465 | $6,631+27.7% | $6,247+35.5% | $5,439+55.6% |
| Admin fee / account holder | $12 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |