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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,740 | $209,888-6.3% | $189,545+3.8% | $167,553+17.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.60% | 748.66%-739.1pp | 555.36%-545.8pp | 478.89%-469.3pp |
| Employer contribution / active EE | $16,594 | $6,915+140.0% | $6,162+169.3% | $4,840+242.9% |
| Participant deferral / active EE | $8,667 | $8,934-3.0% | $8,220+5.4% | $6,343+36.6% |
| Admin fee / account holder | $81 | $14,300-99.4% | $12,049-99.3% | $12,316-99.3% |