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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,821 | $226,090-18.7% | $182,531+0.7% | $152,885+20.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.5%+3.3pp |
| Annual return | 25.74% | 192.57%-166.8pp | 148.57%-122.8pp | 345.39%-319.6pp |
| Employer contribution / active EE | $2,879 | $4,978-42.2% | $4,075-29.4% | $4,763-39.6% |
| Participant deferral / active EE | $8,400 | $6,369+31.9% | $5,525+52.0% | $5,851+43.6% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |