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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,692 | $171,867+9.8% | $149,721+26.0% | $147,586+27.9% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 17.28% | 2113.36%-2096.1pp | 1501.67%-1484.4pp | 578.59%-561.3pp |
| Employer contribution / active EE | $2,803 | $6,275-55.3% | $5,444-48.5% | $4,876-42.5% |
| Participant deferral / active EE | $7,877 | $7,270+8.4% | $6,568+19.9% | $5,439+44.8% |
| Admin fee / account holder | $59 | $13,799-99.6% | $11,282-99.5% | $10,886-99.5% |