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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,803 | $160,059-10.8% | $140,019+2.0% | $135,380+5.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.84% | 911.48%-900.6pp | 651.17%-640.3pp | 519.81%-509.0pp |
| Employer contribution / active EE | $8,864 | $6,420+38.1% | $5,605+58.1% | $4,779+85.5% |
| Participant deferral / active EE | $7,125 | $7,641-6.8% | $6,927+2.9% | $5,609+27.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |