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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,385 | $135,645+13.1% | $110,243+39.1% | $135,380+13.3% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | 3.07% | 513.24%-510.2pp | 314.76%-311.7pp | 519.81%-516.7pp |
| Employer contribution / active EE | $7,803 | $4,907+59.0% | $3,827+103.9% | $4,779+63.3% |
| Participant deferral / active EE | $4,428 | $5,507-19.6% | $4,672-5.2% | $5,609-21.1% |
| Admin fee / account holder | $131 | $11,458-98.9% | $8,548-98.5% | $10,828-98.8% |