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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,933 | $88,754+37.4% | $81,820+49.0% | $145,877-16.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.65% | 1031.77%-1016.1pp | 777.93%-762.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $5,180 | $3,085+67.9% | $2,915+77.7% | $4,663+11.1% |
| Participant deferral / active EE | $12,293 | $4,648+164.5% | $4,323+184.4% | $6,691+83.7% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |