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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,300 | $209,874-21.2% | $189,537-12.8% | $167,536-1.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.35% | 748.61%-733.3pp | 555.34%-540.0pp | 478.82%-463.5pp |
| Employer contribution / active EE | $10,000 | $6,913+44.7% | $6,161+62.3% | $4,839+106.7% |
| Participant deferral / active EE | $7,200 | $8,934-19.4% | $8,220-12.4% | $6,342+13.5% |
| Admin fee / account holder | $20 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |