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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,614 | $150,447+12.7% | $136,298+24.4% | $147,586+14.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.87% | 1049.15%-1027.3pp | 5156.27%-5134.4pp | 578.59%-556.7pp |
| Employer contribution / active EE | $3,811 | $5,256-27.5% | $4,696-18.8% | $4,876-21.9% |
| Participant deferral / active EE | $5,915 | $6,631-10.8% | $6,247-5.3% | $5,439+8.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |