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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,851 | $150,446-65.5% | $136,297-62.0% | $147,585-64.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 23.91% | 1049.14%-1025.2pp | 5156.19%-5132.3pp | 578.58%-554.7pp |
| Employer contribution / active EE | $5,740 | $5,256+9.2% | $4,696+22.2% | $4,876+17.7% |
| Participant deferral / active EE | $10,555 | $6,631+59.2% | $6,247+69.0% | $5,439+94.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |