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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,026 | $171,867+13.5% | $149,721+30.3% | $147,586+32.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.56% | 2113.36%-2095.8pp | 1501.67%-1484.1pp | 578.59%-561.0pp |
| Employer contribution / active EE | $5,248 | $6,275-16.4% | $5,444-3.6% | $4,876+7.6% |
| Participant deferral / active EE | $14,821 | $7,270+103.9% | $6,568+125.6% | $5,439+172.5% |
| Admin fee / account holder | $25 | $13,799-99.8% | $11,282-99.8% | $10,886-99.8% |