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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,933 | $88,778+37.3% | $81,844+49.0% | $145,884-16.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.65% | 1033.03%-1017.4pp | 778.87%-763.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $5,180 | $3,087+67.8% | $2,916+77.6% | $4,662+11.1% |
| Participant deferral / active EE | $12,293 | $4,648+164.5% | $4,323+184.3% | $6,690+83.8% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |