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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,795 | $209,874-46.3% | $189,537-40.5% | $167,536-32.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.37% | 748.61%-732.2pp | 555.34%-539.0pp | 478.82%-462.4pp |
| Employer contribution / active EE | $9,603 | $6,913+38.9% | $6,161+55.9% | $4,839+98.4% |
| Participant deferral / active EE | $9,660 | $8,934+8.1% | $8,220+17.5% | $6,342+52.3% |
| Admin fee / account holder | $19 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |