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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,593 | $169,161-7.4% | $129,295+21.1% | $145,959+7.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 37.21% | 14348.07%-14310.9pp | 9429.28%-9392.1pp | 561.95%-524.7pp |
| Employer contribution / active EE | $5,100 | $5,543-8.0% | $4,157+22.7% | $4,661+9.4% |
| Participant deferral / active EE | $23,000 | $4,989+361.0% | $4,169+451.7% | $6,689+243.9% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |