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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,864 | $209,888-30.5% | $189,545-23.0% | $167,553-12.9% |
| Participation rate | 95.0% | 88.7%+6.3pp | 87.8%+7.2pp | 82.1%+12.9pp |
| Annual return | 55.12% | 748.66%-693.5pp | 555.36%-500.2pp | 478.89%-423.8pp |
| Employer contribution / active EE | $6,136 | $6,915-11.3% | $6,162-0.4% | $4,840+26.8% |
| Participant deferral / active EE | $12,158 | $8,934+36.1% | $8,220+47.9% | $6,343+91.7% |
| Admin fee / account holder | $5 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |