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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,096 | $209,847-22.8% | $189,520-14.5% | $167,518-3.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.80% | 748.45%-731.6pp | 555.25%-538.4pp | 478.71%-461.9pp |
| Employer contribution / active EE | $15,625 | $6,913+126.0% | $6,161+153.6% | $4,838+222.9% |
| Participant deferral / active EE | $7,015 | $8,934-21.5% | $8,220-14.7% | $6,342+10.6% |
| Admin fee / account holder | $58 | $14,295-99.6% | $12,046-99.5% | $12,312-99.5% |