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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,815 | $209,874-31.5% | $189,537-24.1% | $167,536-14.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.54% | 748.61%-732.1pp | 555.34%-538.8pp | 478.82%-462.3pp |
| Employer contribution / active EE | $15,421 | $6,913+123.1% | $6,161+150.3% | $4,839+218.7% |
| Participant deferral / active EE | $11,421 | $8,934+27.8% | $8,220+38.9% | $6,342+80.1% |
| Admin fee / account holder | $20 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |