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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,737 | $217,427-44.9% | $185,837-35.6% | $167,518-28.5% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 29.96% | 148.39%-118.4pp | 122.08%-92.1pp | 478.71%-448.7pp |
| Employer contribution / active EE | $2,371 | $5,874-59.6% | $5,168-54.1% | $4,838-51.0% |
| Participant deferral / active EE | $8,624 | $6,357+35.7% | $5,568+54.9% | $6,342+36.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |