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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,667 | $150,445+12.1% | $136,297+23.7% | $147,585+14.3% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 16.92% | 1049.14%-1032.2pp | 5156.16%-5139.2pp | 578.57%-561.6pp |
| Employer contribution / active EE | $2,986 | $5,256-43.2% | $4,696-36.4% | $4,876-38.8% |
| Participant deferral / active EE | $9,008 | $6,631+35.9% | $6,247+44.2% | $5,439+65.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |