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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,288 | $150,447-7.4% | $136,298+2.2% | $147,586-5.6% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 19.21% | 1049.15%-1029.9pp | 5156.27%-5137.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,423 | $5,256-53.9% | $4,696-48.4% | $4,876-50.3% |
| Participant deferral / active EE | $6,886 | $6,631+3.9% | $6,247+10.2% | $5,439+26.6% |
| Admin fee / account holder | $115 | $10,906-98.9% | $9,244-98.8% | $10,886-98.9% |