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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,858 | $100,938+61.3% | $90,461+80.0% | $158,982+2.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 17.49% | 1727.20%-1709.7pp | 1294.76%-1277.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $9,190 | $3,691+148.9% | $3,264+181.6% | $4,763+92.9% |
| Participant deferral / active EE | $2,720 | $4,350-37.5% | $3,964-31.4% | $5,983-54.5% |
| Admin fee / account holder | $15 | $6,510-99.8% | $5,617-99.7% | $11,252-99.9% |