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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,816 | $109,905+9.0% | $98,506+21.6% | $167,553-28.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.65% | 1960.20%-1937.6pp | 1494.92%-1472.3pp | 478.89%-456.2pp |
| Employer contribution / active EE | $3,993 | $3,226+23.8% | $2,961+34.8% | $4,840-17.5% |
| Participant deferral / active EE | $4,138 | $4,674-11.5% | $4,277-3.3% | $6,343-34.8% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |