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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,257 | $202,440-5.0% | $169,390+13.5% | $139,466+37.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 42.09% | 532.36%-490.3pp | 406.07%-364.0pp | 373.66%-331.6pp |
| Employer contribution / active EE | $25,091 | $4,693+434.7% | $4,013+525.3% | $4,754+427.8% |
| Participant deferral / active EE | $11,017 | $6,940+58.7% | $6,222+77.0% | $6,712+64.1% |
| Admin fee / account holder | $268 | $10,722-97.5% | $9,015-97.0% | $11,409-97.7% |