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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,933 | $88,710+37.5% | $81,783+49.1% | $145,959-16.5% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.65% | 1027.26%-1011.6pp | 775.05%-759.4pp | 561.95%-546.3pp |
| Employer contribution / active EE | $5,180 | $3,083+68.0% | $2,913+77.8% | $4,661+11.1% |
| Participant deferral / active EE | $12,293 | $4,645+164.7% | $4,320+184.5% | $6,689+83.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |