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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,409 | $209,874-36.9% | $189,537-30.1% | $167,536-21.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.63% | 748.61%-735.0pp | 555.34%-541.7pp | 478.82%-465.2pp |
| Employer contribution / active EE | $3,768 | $6,913-45.5% | $6,161-38.8% | $4,839-22.1% |
| Participant deferral / active EE | $8,941 | $8,934+0.1% | $8,220+8.8% | $6,342+41.0% |
| Admin fee / account holder | $26 | $14,299-99.8% | $12,048-99.8% | $12,315-99.8% |