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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,871 | $150,446-17.7% | $136,297-9.1% | $147,585-16.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.65% | 1049.14%-1026.5pp | 5156.19%-5133.5pp | 578.58%-555.9pp |
| Employer contribution / active EE | $6,635 | $5,256+26.2% | $4,696+41.3% | $4,876+36.1% |
| Participant deferral / active EE | $5,999 | $6,631-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |