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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,339 | $202,342-2.5% | $172,753+14.2% | $152,909+29.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.41% | 1029.88%-1012.5pp | 803.00%-785.6pp | 345.46%-328.1pp |
| Employer contribution / active EE | $24,000 | $5,857+309.7% | $5,144+366.6% | $4,764+403.8% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,851+276.0% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |