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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,953 | $99,009+73.7% | $86,581+98.6% | $147,585+16.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 17.97% | 1312.70%-1294.7pp | 965.06%-947.1pp | 578.58%-560.6pp |
| Employer contribution / active EE | $2,504 | $3,132-20.1% | $2,840-11.8% | $4,876-48.7% |
| Participant deferral / active EE | $7,162 | $3,972+80.3% | $3,609+98.5% | $5,439+31.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |