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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,746 | $150,447-59.6% | $136,298-55.4% | $147,586-58.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 19.34% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.3pp |
| Employer contribution / active EE | $5,104 | $5,256-2.9% | $4,696+8.7% | $4,876+4.7% |
| Participant deferral / active EE | $11,889 | $6,631+79.3% | $6,247+90.3% | $5,439+118.6% |
| Admin fee / account holder | $47 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |