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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,936 | $144,130+4.7% | $117,861+28.1% | $147,586+2.3% |
| Participation rate | 73.7% | 83.4%-9.7pp | 79.7%-6.0pp | 82.8%-9.1pp |
| Annual return | 19.81% | 531.20%-511.4pp | 335.11%-315.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $7,768 | $4,897+58.6% | $3,786+105.2% | $4,876+59.3% |
| Participant deferral / active EE | $7,768 | $5,316+46.1% | $4,482+73.3% | $5,439+42.8% |
| Admin fee / account holder | $135 | $10,887-98.8% | $8,021-98.3% | $10,886-98.8% |