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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,361 | $150,442+19.2% | $136,295+31.6% | $147,585+21.5% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 19.56% | 1049.09%-1029.5pp | 5155.97%-5136.4pp | 578.56%-559.0pp |
| Employer contribution / active EE | $5,828 | $5,256+10.9% | $4,695+24.1% | $4,876+19.5% |
| Participant deferral / active EE | $13,124 | $6,630+97.9% | $6,247+110.1% | $5,439+141.3% |
| Admin fee / account holder | $200 | $10,905-98.2% | $9,243-97.8% | $10,885-98.2% |