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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,219 | $150,445+31.8% | $136,297+45.4% | $147,585+34.3% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 11.63% | 1049.14%-1037.5pp | 5156.16%-5144.5pp | 578.57%-566.9pp |
| Employer contribution / active EE | $6,240 | $5,256+18.7% | $4,696+32.9% | $4,876+28.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $149 | $10,906-98.6% | $9,244-98.4% | $10,885-98.6% |