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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,955 | $168,626+11.5% | $133,698+40.6% | $145,897+28.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 37.15% | 1168.99%-1131.8pp | 580.90%-543.7pp | 552.29%-515.1pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,688-100.0% | $7,016-100.0% | $6,689-100.0% |
| Admin fee / account holder | $124 | $9,638-98.7% | $6,703-98.2% | $13,390-99.1% |