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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,881 | $202,342-29.9% | $172,752-17.9% | $152,897-7.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.53% | 1029.83%-1008.3pp | 802.97%-781.4pp | 345.43%-323.9pp |
| Employer contribution / active EE | $8,932 | $5,858+52.5% | $5,144+73.6% | $4,764+87.5% |
| Participant deferral / active EE | $4,358 | $5,948-26.7% | $5,198-16.2% | $5,851-25.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |