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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,850 | $202,342-20.5% | $172,752-6.9% | $152,897+5.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.55% | 1029.83%-1007.3pp | 802.97%-780.4pp | 345.43%-322.9pp |
| Employer contribution / active EE | $8,798 | $5,858+50.2% | $5,144+71.0% | $4,764+84.7% |
| Participant deferral / active EE | $7,536 | $5,948+26.7% | $5,198+45.0% | $5,851+28.8% |
| Admin fee / account holder | $13 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |