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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,732 | $150,447-7.8% | $136,298+1.8% | $147,586-6.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 26.01% | 1049.15%-1023.1pp | 5156.27%-5130.3pp | 578.59%-552.6pp |
| Employer contribution / active EE | $3,658 | $5,256-30.4% | $4,696-22.1% | $4,876-25.0% |
| Participant deferral / active EE | $11,103 | $6,631+67.4% | $6,247+77.7% | $5,439+104.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |