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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,849 | $202,342-35.3% | $172,752-24.3% | $152,897-14.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 18.51% | 1029.83%-1011.3pp | 802.97%-784.5pp | 345.43%-326.9pp |
| Employer contribution / active EE | $4,693 | $5,858-19.9% | $5,144-8.8% | $4,764-1.5% |
| Participant deferral / active EE | $4,401 | $5,948-26.0% | $5,198-15.3% | $5,851-24.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |