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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,013 | $209,888-55.2% | $189,545-50.4% | $167,553-43.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 41.18% | 748.66%-707.5pp | 555.36%-514.2pp | 478.89%-437.7pp |
| Employer contribution / active EE | $9,861 | $6,915+42.6% | $6,162+60.0% | $4,840+103.8% |
| Participant deferral / active EE | $10,293 | $8,934+15.2% | $8,220+25.2% | $6,343+62.3% |
| Admin fee / account holder | $38 | $14,300-99.7% | $12,049-99.7% | $12,316-99.7% |