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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,905 | $209,847-31.4% | $189,520-24.1% | $167,518-14.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.01% | 748.45%-729.4pp | 555.25%-536.2pp | 478.71%-459.7pp |
| Employer contribution / active EE | $23,719 | $6,913+243.1% | $6,161+285.0% | $4,838+390.2% |
| Participant deferral / active EE | $16,287 | $8,934+82.3% | $8,220+98.1% | $6,342+156.8% |
| Admin fee / account holder | $8 | $14,295-99.9% | $12,046-99.9% | $12,312-99.9% |